Finding Opportunity in a Changing Market: Value, Diversification and Global Small Caps (Audio)

Finding Opportunity in a Changing Market: Value, Diversification and Global Small Caps (Audio)

From Faster Forward by Northern Trust

May 20, 2026 · 28 min

About this episode

The episode discusses the evolving opportunities in global small cap equities and the importance of diversification and value investing.

In this episode of Market Pulse , host Grant Johnsey sits down with Jonathan Brodsky, Founder and Principal at Cedar Street Asset Management, to explore the evolving opportunity set in global small cap equities. As market dynamics shift, investors are increasingly looking beyond U.S. equities for diversification and return potential. Brodsky shares why non-U.S. small caps—often overlooked and less efficient—can offer compelling valuation opportunities and stronger risk-adjusted returns. The conversation also examines how structural changes, including the rise of private markets in the U.S., are reshaping the small cap universe, creating a clear divergence between U.S. and non-U.S. companies. Brodsky explains how geopolitical developments, supply chain regionalization, and evolving corporate governance standards are influencing investment opportunities across global markets. Finally, Brodsky outlines his disciplined, forward-looking approach to value investing—highlighting the importance of cutting through market noise, focusing on long-term fundamentals, and identifying companies positioned for sustainable returns. Important Disclosures The audio podcast is being provided for…

People in this episode

Host: Grant Johnsey

Guest: Jonathan Brodsky

Topics covered

  • global small cap equities
  • diversification
  • investment opportunities
  • value investing
  • market dynamics

Keywords

  • global small caps
  • investment opportunities
  • diversification
  • value investing
  • market dynamics

Mentioned in this episode

Organizations: Cedar Street Asset Management

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