US stocks continue to struggle in the face of high and volatile inflation and a more hawkish Federal Reserve. Yet the reasons to be pessimistic about stocks in general, and particularly small and mid-cap growth stocks, tend to be very macro in nature. Perhaps the most pertinent question now is: have severe drawdowns in SMID growth stocks resulted in a rich opportunity set for bottom-up, fundamental stock pickers to generate exceptional forward returns?
Jim Robillard of Spyglass Capital Management believes so. Watch the replay above.
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