Episode 226: How Small Cap Strategy Can Complement Your Portfolio
Description
– The RIA Podcast with Seth Greene Episode 226 Brett Meyer
The future of small cap investment is in active ETFs—and Toll & Co. is at the forefront. Brett Meyer, CFA, FRM, Head of Capital Formation at Towle & Co., explores the firm's small-cap value strategy. With over 43 years of success, Toll & Co. focuses on undervalued, cyclical companies, using a disciplined approach that makes it a unique player in the investment world. Brett shares how their strategy fits into clients' portfolios and the firm's recent foray into active ETFs, which aims to enhance investment opportunities.Listen to this insightful RIA episode with Brett Meyer about how Small Cap strategy can complement your portfolio.
Here is what to expect on this week’s show:
- The unique small cap value strategy that Toll & Co. has run for over 43 years
- The growing role of active ETFs in investment strategies
- Why small cap and value strategies may be set to make a comeback
- The differences between ETFs, model delivery programs, and separately managed accounts
- The importance of understanding investor preferences and evolving trends like ESG
Connect with Brett:
Links Mentioned:
Website: https://www.towleco.com/
Towle ETFs: https://www.towleetfs.com/
Guest Contact Info:
LinkedIn: https://www.linkedin.com/in/brett-meyer-cfa-frm-b612461/
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