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Small Cap Equity Strategy Q4 2020 Review & Outlook: Small Caps Ready for Post Pandemic Economic Rebound

January 20, 2021

With the rollout of the vaccine and additional stimulus payments, investors are beginning to look beyond the pandemic and towards the acceleration of economic activity. While Small cap stocks tend to be more economically sensitive leading into bear markets, they also historically lead out into economic recovery as shown by the outperformance versus the large cap universe in the fourth quarter. Portfolio Manager Chris Colarik discusses the continued outperformance of the Glenmede Small Cap Equity Strategy and how the strategy is well positioned for an economic rebound.