IDEAS

Small Cap Equity Review & Outlook 2Q 2019: Continued Focus on Quality and Strategy Objectives

July 16, 2019

Portfolio Manager Chris Colarik discusses second quarter performance for Glenmede’s Small Cap Equity Strategy. He notes that small caps have underperformed relative to large caps and the market continues to reward companies with negative earnings. Colarik details the discounted valuation of the portfolio and notes a continuing focus on quality companies and investing in line with the strategy’s objectives.