Reported 10 days ago
In a discussion led by portfolio manager Josh Bennett, the favorable outlook for small-cap stocks during a rate-cutting cycle is highlighted. Bennett notes historical trends showing small caps often outperform large caps in such times, citing Ollie's, a major closeout retailer, and RXO, an AI-driven truck brokerage, as strong investment opportunities. He emphasizes the resilience of quality small-cap companies and their potential for growth, especially as consumer demand shifts towards value-oriented offerings.
Source: YAHOO