Gaining Perspective

Several factors point to why this is an exceptional time to invest in small-cap stocks. Small-cap stocks tend to outperform after inflation peaks and in the aftermath of recessions. Small-cap valuations are at 20-plus-year lows relative to large-cap equities. Earnings revisions for small caps are stabilizing and beginning to outpace those of large caps. The M&A market is recovering, which historically correlates with improved small cap performance. - Here is a link for more information about Eric and Penn Capital: Penn Capital web site- https://www.penncapital.com/ Connect with Eric Green on LInkedIn- https://www.linkedin.com/in/eric-green-cfa-333335/ Penn Capital Special Situa�ons Small Cap Equity Fund (PSCMX) fact sheet- https://www.penncapital.com/sites/default/files/media/documents/Penn%20Capital%20Special%20Situations%20Small%20Cap%20Equity%20Fund%20Factsheet_2Q23.pdf Penn Capital Mid Cap Core Fund (PSMPX) fact sheet- https://www.penncapital.com/mutual-funds/penn-capital-mid-cap-core-fund A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

Show Notes

Several factors point to why this is an exceptional time to invest in small-cap stocks. Small-cap stocks tend to outperform after inflation peaks and in the aftermath of recessions. Small-cap valuations are at 20-plus-year lows relative to large-cap equities. Earnings revisions for small caps are stabilizing and beginning to outpace those of large caps. The M&A market is recovering, which historically correlates with improved small cap performance.

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Here is a link for more information about Eric and Penn Capital:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.