Insights

One effect of low interest rates? More loss-making U.S. small-caps – Featured in Pension & Investments

April 2020

As featured in Pensions & Investments, Mondrian’s Brendan Baker, Senior Portfolio Manager on the U.S. Small Cap Equities team, shares his thoughts on why the low interest rate environment has resulted in more loss-making within U.S. small-cap companies.  Mondrian believes that U.S. small cap continues to be an inefficient and attractive asset class with long-term upside potential, but that careful analysis of companies is important for defensive investors.

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