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Paradigm Shift: Global Investment in a...

Paradigm Shift: Global Investment in a Restructuring World

November 26, 2021

Craig Stone, Portfolio Manager and Senior Research Analyst, joined VS Partners, a pioneer boutique OCIO based in China, and Financial Times/FTChinese.com for their global CIO Symposium.  The symposium “Paradigm Shift: Global Investment in a Restructuring World” provided a stage to exchange and debate views and strategies on global themes including technology revolution, energy transformation, healthcare innovation, and ESG.

Watch a replay of the panel discussion entitled “The important value of small companies in the real economy and capital market” where Craig discusses the resilience of small cap stocks over time, inflation and pricing power, and the similarities and differences of small-cap stocks in China and the United States.

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DISCLOSURE

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the recording of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

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