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Small Cap Strategy Update

June 2017

2Q17 Update: Portfolio Manager Albert Grosman highlights performance drivers in the portfolio, current risks facing small cap companies, and the importance of tax reform to the asset class. 

Albert Grosman

Portfolio Manager
25 Years experience
11 Years at ClearBridge

Related Perspectives

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    1Q18 Commentary: The recent volatility provides a welcome respite from this momentum market.
  • Small Cap Strategy
    4Q17 Commentary: There are still opportunities where probability-weighted expected value exceeds current stock price, with a margin of safety.
  • Small Cap Strategy
    3Q17 Commentary: Most U.S. markets are discounting very favorable outcomes, which is of some concern.
  • Opportunities in a Shrinking Small Cap Market
    PMs Albert Grosman and Brian Lund explain how forming variant perceptions can mitigate challenges unique to small caps.
  • Small Cap Strategy
    2Q17 Commentary: Market expectations for future value creation are higher now than they have been in decades.

Related Blog Posts

  • Past performance is no guarantee of future results.
    The opinions and views expressed herein are of the Portfolio Managers listed as of the date shown, and may differ from other managers, or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results, or investment advice. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments nor its information providers are responsible for any damages or losses arising from any use of this information.