Can Small Be Beautiful? Life Outside the Mag 7

About this episode

The episode discusses opportunities in smaller-cap stocks amidst the dominance of the 'Mag 7' stocks in equity markets.

In this episode, host Greg Dowling welcomes Sean Kammann , Equity Portfolio Manager, Partner and Senior Managing Director with Wellington Management to discuss the shifting dynamics of equity markets. While the “Mag 7” stocks have dominated headlines, the conversation focuses on opportunities among smaller-cap stocks. Sean discusses the persistence of the small-cap premium, the potential impact of higher growth, inflation and interest rate changes on smaller versus larger companies, as well as the merits of an equal-weighted small-cap portfolio. The discussion highlights the importance of active management, fundamental research, and global diversification in identifying long-term value across sectors and geographies. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here .

People in this episode

Host: Greg Dowling

Guest: Sean Kammann

Topics covered

• equity markets
• small-cap stocks
• active management
• fundamental research
• global diversification

Keywords

• small-cap premium
• equity markets
• inflation
• interest rates
• active management

Mentioned in this episode

Organizations: Wellington Management

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