Brown Advisory's Tim Hathaway discusses the outlook for US smaller cap companies.
Although macro developments will continue to dominate the market environment in 2011, fundamentals have improved and it was this belief the economy had found firmer footing during Q4 2010 that caused small-cap stocks to have one of the strongest Q4 rallies on record. Our small-cap fund targets differentiated US companies with a large and/or growing market opportunity and unique competitive positioning. Common business attributes include above-average growth, sound management, favourable competitive positioning and an average market cap of approximately $1bn. The length and slope of th...
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