Current Trends in Global Small Caps

By Trevor Gurwich & Jim Shore, CFA - March 2019

Taking a global approach to investing in small-cap stocks has historically delivered better risk-adjusted returns compared to a regional small-cap approach. In this Q&A, Jim Shore asks Trevor Gurwich why global small-cap stocks can serve an important role in equity portfolios.

Trevor Gurwich
Sr. Portfolio Manager
Jim Shore, CFA
Jim Shore, CFA
Sr. Client Portfolio Manager

Current Trends in Global Small Caps

March 2019 | Q&A

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    The Case for Investing in Global Small Caps

    Taking a global approach to investing in small-cap stocks can offer diversification and performance potential through exposure to a greater opportunity set and the inherent inefficiencies of global small-cap markets.

      Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

      The opinions expressed are those of American Century Investments (or the portfolio manager) and are no guarantee of the future performance of any American Century Investments' portfolio. This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

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