Finding Opportunity in a Changing Market: Value, Diversification and Global Small Caps (Video)
About this episode
The episode discusses the evolving opportunities in global small cap equities and the importance of diversification beyond U.S. markets.
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…
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