Small cap sector showing signs of recovery
Over the past few years there has been substantial divergence between large and small cap stocks, and this month's guest, Brittany Isakka from Spheria Asset Management, believes there is evidence that some sectors have started to show signs of convergence.
In this episode, Rory and Brittany explain why micro and small cap indices have underperformed and the drivers that are showing that sector recovery is on its way. They also discuss Spheria's research approach of fundamental bottom up analysis and review a couple of stock stories from their portfolio.
Show notes: @6min 40sec, when Brittany…
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