Whitepaper - Wellington Public Funds - Top of Mind | Small-cap stocks: Watching for mean reversion, technology diffusion, and the next inflection point

Many asset allocators see a case for small-cap stocks but are wrestling with their worries about recent underperformance. As part of Wellington Management’s “Top of Mind” series, Head of Multi-Asset Strategy Adam Berger and Small-Cap Manager Peter Carpi discuss the long-term small-cap leadership cycle and the search for innovation and profitable players in the small-cap space.

Authors:

Adam Berger, CFA, Head of Multi-Asset Strategy
Peter Carpi, Equity Portfolio Manager

For professional, institutional, or accredited investors only.

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To access more of Adam Berger’s research, click here. (Adam Berger | Wellington Management)