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Webinar: Strong underlying fundamentals debunk yesterday's SMID myths

May 2, 2024

Over the past five years, the Fairlight team has focused on capturing alpha in the small and mid cap (SMID) market and navigating around a number of the commonly held beliefs regarding active investing in the sector.

In this webinar we address the following key questions:

• At a macro level, what are the key themes and drivers behind recent reported results?

• At a micro level, which companies are surprising on earnings?

• What guidance is being provided around outlook for earnings?

View a recording of the webinar below and download accompanying slides here.