George Capozzi explains why alignment and durability matter more than hype when backing the next generation of small caps.
In markets, the biggest shifts often happen quietly. Long before headlines catch on, sentiment stirs, liquidity returns, and a certain kind of investor leans into the opportunity.
Small caps have been living that story this year. Once left behind, they’ve clawed their way back with momentum built not on hype, but on balance sheets, earnings upgrades, and a renewed appetite for growth.
For investors, this isn’t a simple trade. Small caps demand patience, conviction, and a willingness to back business builders who know how to weather cycles. They reward those who can look past the noise, and punish those chasing the latest fad. In this part of the market, experience counts for everything.
