Small Caps Are Beautiful | Gabelli’s Investment Case for 2024 & Beyond

Mobile World Congress (MWC) Barcelona 2025

About this Podcast

Cameron Acito takes GabelliTV through an explanation on why Small Caps are Beautiful.

In 2024, much like the previous year, the dominance of select mega-cap “tech” stocks continues to shape the returns of the major market indices. These market darlings of the last decade, ‘The Magnificent Seven’ (Apple, Microsoft, Alphabet, Amazon, NVDIA, Meta and Tesla), have emerged as a central focal point within the realm of passive investments, commanding a significantly larger concentration in equity portfolios.

In this video, we highlight the opportunities arising from the market’s top-heavy structure and articulate how small-cap companies stand to leverage this market dynamic to their advantage. We underscore the role of active management in generating alpha within portfolios, while also emphasizing how small cap companies are uniquely positioned to thrive in a declining interest rate environment.

‘Link to recently published whitepaper: Small Caps Are Beautiful: 2024++’: https://m.gabelli.com/smallcapsarebeau_ytcom

To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.

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