It has been said that the one constant is change. Change may be inevitable, but I don’t think anyone anticipated the speed or severity of change global markets have experienced so far this year. While the coronavirus pandemic and resulting recession have pressured economies and investment markets alike, they have also created opportunities for global small-cap investors who can adapt quickly to shifting conditions.
As we continue to navigate the uncertainty around the current health crisis, we believe our bottom-up investment approach helps us identify opportunities in companies whose earnings are inflecting positively despite current volatility.
Read the full ‘Sponsored Commentary’ now at the link below