Small and mid-cap growth stocks were some of the market’s biggest winners in 2020. However, 2021’s markets have followed a different playbook: while the ‘FANMAGs’ and Tesla carry the major indices to all-time highs, SMID growth stocks have struggled. Does this extreme dispersion in performance present a historic opportunity for skilled SMID cap growth managers or are there more challenges to come? Listen to Jim Robillard, Founder and CIO of Spyglass Capital Management, Kit Sanford of Aravis Capital discussing the unique market environment for growth managers in 2021.
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