• Thinking Big with Small Caps Stocks

  • Jul 28 2023
  • Length: 8 mins
  • Podcast
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Thinking Big with Small Caps Stocks

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  • Summary

  • Ken talks to Peter Roy, Small Cap Portfolio Manager, about their shared excitement for small-cap stocks. They discuss the potential of small-caps in the current market, highlighting the earnings growth forecast for 2024. Peter shares insight into how government spending on infrastructure projects is benefiting certain small-cap companies, such as Herc Holdings and ICF International, and emphasizes their long-term potential. They also take a look at OneMain Holdings and Hamilton Lane, two stocks that have been a welcome surprise in a difficult sector.

     

    Follow Argent Capital Management

    LinkedIn: https://www.linkedin.com/company/argent-capital-management/

    Twitter: https://twitter.com/ArgentCapMgt

    Website: https://argentcapital.com/

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    Opinions reflect the portfolio managers’ judgment on the date broadcast and are subject to change. A list of stocks recommended by Argent is available upon request. You should not assume that these recommendations are or will be profitable.
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