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.
