Wednesday webinar at one: Global small-caps – Underappreciated and worth investing

Wednesday 06 July 2022 | 13:00 - 13:40 | Webinar

This session has been organised by CFA UK's Investment Practices working group.

Despite research showing compelling absolute and relative risk-adjusted returns versus their large and mid-cap developed and emerging market counterparts, small-cap stocks appear to be an underappreciated asset class.

In this webinar, Steven Lipper, CFA, will describe how global small-caps have performed under different market regimes and provide some observations on their suitability in the current environment. He will also discuss possible small-cap investment approaches, and in particular why focusing on quality companies within global small-caps can be fruitful.

Where recordings are made, these are a member benefit that are accessed through the member-only platform, CFA UK Discover.


Registration: 12:55

Event: 13:00 - 13:40

CPD Points: 0.75


Steven Lipper, CFA, Senior Investment Strategist, Managing Director, and President, Royce Fund Services

Steven Lipper, CFA, oversees the production of published research at Royce, which focuses on the small cap asset class and the firm’s investment strategies. He provides regular commentary on Royce’s current views on the small cap market as well as areas where Royce’s portfolio managers see opportunities.

He also authors research that examines historical tendencies in long-term small cap performance and identifies factors that have affected returns through a variety of market environments.

Steven serves as a key resource for Royce’s clients, addressing questions about the firm’s investment strategies. He is also the President of Royce Fund Services.

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