Investing in US smaller companies: elections, recession and Pinterest

With the US election just a week away we caught up with Cormac Weldon, manager of the Artemis US Smaller Companies fund to discuss all things smaller companies. Cormac told us how the fund was able to outperform the S&P 500 without any tech holdings [0:12], if a recession is a good time to invest in small caps [1:30], how he’s playing into the “stay at home” theme [2:20] and of course, what the US elections mean for US smaller companies [3:42].

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