April 2018: PM David Rose - Opportunities in the U.S Small Cap Market
Veteran investor, David Rose, discusses his views as a growth equity investor in the small cap market, how volatility can be a friend, and the general outlook for small caps in a rising rate, potentially inflationary environment.
Pension & Investments Magazine, using data from Morningstar, has again included GIM products in their list of top performers for the period ending September 30, 2017:
- Small Cap Discoveries, one and five-year periods. Managed by Gary Hatton, CFA; diversified portfolio with emerging growth and unrecognized growth companies.
- Small Cap Advantage, one year record. Sleeve-managed by Drew Beja, CFA and Gary Hatton, CFA; Advantage is a compelling combination of two strategies – Small Cap Discoveries and Small Cap Focused Growth (concentrated portfolio with emphasis on secular growth companies).
All GIM products leverage the expertise of the GIM team and utilize in-depth bottom up research to uncover companies with strong growth potential. Our process guides us to invest in the stocks of these well-positioned companies when risk-reward is attractive. Vehicles available include SMA, commingled, and Funds for non-US investors.
In the recent Citywire interview, “A-rated Hatton: unicorn bubble bursting will spur small-caps,” CIO Gary Hatton and CEO Jane White highlight opportunities for US small caps in the low-growth global environment.