MarketsBloomberg Technology
Small-cap stocks stay cheap as AI megacaps dominate, say fund managers
Markets
Bloomberg Technology
Fund managers Simon Evan-Cook of Downing and Stuart Widdowson of Odyssean Capital say smaller companies remain unusually cheap after years of being eclipsed by US megacaps and the AI boom. They discuss factors that could bring investors back and whether small‑cap value could become an anti‑AI trade.
Why it matters: Shifts toward or away from small‑cap funding can impact the resources available for emerging tech ventures.
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