June 3, 2024 | U.S. Value Equity

Dynamic Opportunities in Small- and Mid-Cap Investing

Matthew Fleming details three fundamental themes currently impacting small- and mid-cap investing.

I’m here in Chicago speaking with a number of clients and prospective clients, as well as other key important allocators in the industry. Today, I spoke to them about a number of topics, including the impact of exchange-traded funds (ETFs) on small-cap and mid-cap investing, the impact to disruptors from onshoring and the trends that’s having and the companies that are going to benefit from that, and then of course the disruption that’s happening in the industry, as well as the stocks, from artificial intelligence, or AI.

Filmed May 2024

The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Investing involves risks, including the possible loss of principal. Past performance is not indicative of future results.

Topics: Small-Cap SMID-Cap Mid-Cap

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