Brandon Nelson

In this engaging discussion, Brandon Nelson, a Senior Portfolio Manager for Calamos specializing in small cap investments, dives deep into the hidden gems of the stock market. He sheds light on why small caps often fly under the radar and explores key sectors ripe for investment. The conversation touches on the intricate relationship between momentum and fundamentals and the unique profitability of small cap stocks. Brandon also shares valuable insights into navigating market cycles and the art of sell discipline, offering listeners a rich perspective on small cap opportunities.

Brandon Nelson, Senior Portfolio Manager at Calamos, specializes in uncovering growth in small-cap stocks. He emphasizes the potential of this often-overlooked sector, highlighting the need for strategic stock selection. Nelson shares insights on two promising picks: Adma Biologics, known for its innovative treatments, and Lincoln Educational Services, which boasts strong enrollment and job placement rates. His strategies focus on identifying sustainable growth, challenging stereotypes about small-cap investments.