Commentary

Interview with a Capital Allocator: Small Cap Opportunities

by Advisory Research on April 30, 2024

During an interview with Mary Sullivan, CFA, CPA, the CFO of Susser Holdings II, a Texas family office, the portfolio managers of the Partners strategy, Matthew Swaim and Chris Harvey, gave their view on the increasingly pronounced niche of small cap market opportunities, including their view that the pricing in this niche is increasingly inefficient.

In this segment, they discuss the shifting capital flows in financial markets, highlighting the increasingly overlooked opportunities in the small cap market.

Small Cap Market Opportunities:

 

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