The Case for SMID Caps

Friday, May 16, 2025

In this research piece, we highlight why small-to-mid cap (SMID) equities represent a compelling opportunity for investors seeking a balanced approach to growth, diversification, and risk management. We explore the structural advantages of the SMID space—including historical outperformance, market inefficiencies, and exposure to long-term growth themes—and explain how our disciplined investment process is designed to capitalize on these opportunities within this underappreciated segment of the market.

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