Video | Qiao Ma, Partner & Portfolio Manager, Munro Partners
In this exclusive interview Qiao discusses why investors should be excited about the opportunity set in small-mid cap stocks. Faster growing than their large cap peers, yet trading at a discount; but the key to success in the asset class remains, how to pick the winners.
Watch the full interview which covers:
0:31 - Munro Partners manage Global Growth equity strategies across long/short, long only and climate. In 2023 Munro launched a Global Growth Small/Mid Cap strategy which you lead and manage. Why the decision to launch a Global Small/Mid Cap strategy?
1:35 - How do you go about finding great small/mid cap companies?
2:41 - The global small-mid cap (SMID) universe is large, so from a team coverage perspective, how do you manage this?
3:46 - Moving down the market cap spectrum and investing in the faster growing companies potentially delivers higher returns but with potentially more volatility or risk? How do you manage this for your investors?
5:02 - The size premium (small market cap relative to large) has proved to deliver excess returns over time relative to the market. Will the size premium continue to persist and why?
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