An advantage of the international small-cap universe, Thrasher shares, is that the asset class is less efficient and has fewer analysts paying attention to the companies, which offers skilled managers an opportunity to add value through bottom-up research. He also emphasizes that, while people may think international small-cap is inherently much more risky, the risk measures of the category is, in fact, not much different from those of international large-cap or domestic small-cap. Listen to the podcast for his stock recommendations and thoughts on portfolio holdings.
Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
January 28, 2019
Thrasher, a portfolio manager and senior research analyst at KAR, speaks about the asset class broadly and highlights the importance of investing in high-quality businesses, a key element of the investment philosophy underpinning the KAR International Small Cap strategy