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!
The Lebenthal Report Episode #61: What's Moving Small Caps
On this week’s Lebenthal Report we welcome back Mary Lisanti. Mary is a 38+ year veteran of small cap growth research and investing; she is the founder of Lisanti Capital. Mary spent the first twelve years of her career as a small cap analyst and strategist on Wall Street. During the past 25 years, she has managed small cap portfolios at three premier asset management companies. In her most recent position prior to founding Lisanti Capital, as CIO of ING Investments, LLC, (1998-2003) she was responsible for building the active equity management team. During her tenure there, assets under management in her area grew from several hundred million to several billion dollars. Prior to that, Mary was at Strong Capital Management as Senior Portfolio Manager for both the Small Cap Growth and Mid Cap Growth Strategies. From 1993-1996, Mary was Managing Director and Head of the Small/Mid Cap team at Bankers Trust Company.