Watch Chief Investment Officer, Eugene Yashin, explain how small cap stocks are an important source of growth for investors. Eugene highlights the sophisticated small cap strategy that he manages for clients, and why the current environment offers a compelling case for small caps. There are a few ways you can find new opportunities in small cap stocks, learn more how.
Small caps have been significant within the last decade. As Eugene explains, ” It is now a great time to increase exposure within these small cap stocks into your portfolio. Small caps do really well coming out of recession, and after large market drawdowns. Recently we saw small caps start outperforming large caps. The market leadership is cyclical so small caps, while trailing large caps, actually do have a chance to start out performing for a very long time.”
When discussing small cap stocks, Eugene clarifies that he is, “not talking about Mom-&-Pop shops… I’m talking about, on average, companies in $2 billion market caps.” As a firm, we are nearly equally weighted in terms of styles between value and growth options. In addition, Signet remains well diversified within these small cap options with the current breakdowns in sectors:
- Healthcare – 21.5%
- Real estate – 6.97%
- Consumer discretionary – 11.9%
- IT – 14.4%
- Financials – 15.6%
- Industrial – 21.5%
- Other – 13.9%
Signet Financial Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission and serves as a fiduciary. Signet advisors will help you with:
- Financial planning
- Investment strategies
- Tax planning
- Retirement planning
- Insurance planning
- Estate planning
To protect and grow your wealth is our mission.
Have more questions about our strategies? Please contact us or email@example.com to schedule a time to talk. We would love to hear from you.