My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies. Here are some links to learn more about Rayna and Polen Capital:www. Polencapital.com
From "Gaining Perspective"
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