cyclical sectors

The Lebenthal Report Episode #136: Value in Small Caps

This week on The Lebenthal Report, Michael Hartzman welcomes Jeremy Javidi, Lead Portfolio Manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities. Be sure not to miss this informative episode!

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