Animal Spirits Podcast Talk Your Book: Elevator Growth in Mid Caps
Apr 14, 2025
Matt Bartolini, Managing Director at State Street Global Advisors, brings his expertise on mid-cap stocks and ETFs to the discussion. He highlights the unique opportunities mid-cap companies offer amidst market volatility. The conversation delves into the importance of a profitability screen and how policy uncertainty impacts these stocks. Bartolini also provides insights on ETF flows expected in 2025 and discusses the shift in investment interest from U.S. equities to European markets, offering a comprehensive look at the evolving landscape of mid-cap investments.
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Mid-Cap Enthusiast
- Ben Carlson's boss favored mid-caps, believing them overlooked.
- He saw them as mature yet with growth potential, offering diversification.
Overlooked and Under-Researched
- Mid-caps are often overlooked by Wall Street analysts and under-researched academically.
- This creates an opportunity for investors to find undervalued companies.
S&P 400 Composition
- The S&P 400, tracked by MDY, includes companies with market caps between $7 and $18 billion.
- It uses a profitability screen, similar to the S&P 500 and 600.