Robin Geffen – Is now the time to focus on global small caps?

6 days ago

The growth of mega tech companies has led the US and global stock markets this year. And while small caps have outperformed over the long term, in 2020 they have continued their underperformance of the past three years. The question facing investors is how much of an allocation do they continue to make to these mega caps – is now the time to also focus on global small caps and trying to find the next FAANG? Can investors discover the 2020 equivalent of Amazon in 2000, when one of its shares was worth $2 or less? In this video, Robin Geffen will discuss why global small companies; why now; how to find the mega tech companies of the future; and how to hold them through funds as they grow to become mid and large caps.

This video formed part of AJ Bell’s Investival 2020 webinar, broadcast 19–20 November 2020.



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