Episode notes

In Episode 8 of "The Power of Patience", we speak with Maria Katsileros, Client Portfolio Manager at Aristotle Capital Boston. Maria shares her thoughts on the current state of U.S. small cap stocks, opportunities versus their larger peers, and why small caps deserve a place in portfolios today. For additional disclosures please refer to www.aristotlecap.com.

Keywords

small caps

valuations

interest rates

mean reversion

cycles

non earners

investment process

opportunities

marketing timing

goods vs services spending