US Small Caps: Margin of Safety
The Capital Cycle Podcast · Marathon Asset Management
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Show Notes
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.
Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
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