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Different approaches to investing in small caps

In February, Tell Media Group, in cooperation with Van Lanschot Kempen Investment Management, Principal – Origin Asset Management and Schroders, invited Finnish selectors and allocators to discuss investing in small cap equities.

Niklas Tell 2024-04-05

Event

The discussion started with Niklas Tell asking the participants about their exposure to small caps and whether now is the time to increase the allocation.

TINO SIEVÄNEN: “We’ve largely stayed away from small caps, which has been a good call. Now the tricky question is whether large caps will continue their run and how much you tactically want to go into small caps. This is probably not the worst time to start building a strategic position in small caps. We added European small caps late last year and we’re currently looking at US small caps.” ANTTI PAITULA: “The positioning is similar at OP. We’ve increased our exposure to small caps and we see it as an early cycle play. The question is whether this is

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