Monday, January 23, 2023
HomeWealth ManagementSmall and Mid Cap Investing: Two Methods and a Brilliant Future

Small and Mid Cap Investing: Two Methods and a Brilliant Future


In immediately’s risky market, small and mid cap funds are uniquely positioned to seize the eye of buyers with diversified publicity and a powerful efficiency outlook for 2023. Be part of the dialog with TIFIN’s Head of Advertising and marketing, AJ Boury as he talks with Dimensional Fund Advisors’ VP and Portfolio Supervisor, Casey Baum, Royce Funding Companions’ Co-Chief Funding Officer and Managing Director, Frank Gannon, and John Hancock’s US Co-Head of Retail Product, Steve Deroin, as they focus on two distinctive approaches to creating small and mid cap funds, and why these methods are related to the trendy investor.

Subjects coated on this webinar embrace:

  • An evaluation of two distinctive approaches to creating small and mid cap funds together with: lively administration and quantitative strategy;
  • Quick- and long-term advantages and challenges related to small and mid cap funding methods;
  • SME outlook on small and mid cap class for 2023 and past.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by

 

 

 

 

 

 

 

 

AJ Boury – Moderator

Head of Advertising and marketing

TIFIN

 

Casey Baum

VP and Portfolio Supervisor

Dimensional Fund Advisors / John Hancock

 

Frank Gannon

Co-Chief Funding Officer, Managing Director

Royce Funding Companions Royce Funding Companions / Franklin Templeton

 

Steve Deroin

US Co-Head of Retail

John Hancock

 

 

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