Small-cap stocks are lagging in 2024, but investors shouldn’t avoid them, says portfolio manager

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S&P 400 Midcap News

NVIDIA Corp,West Pharmaceutical Services Inc,Ryan Specialty Group Holdings Inc

Julie Biel, chief market strategist at Kayne Anderson Rudnick, said small and mid caps are 'part of a balanced diet' for investors.

In a year when the S & P 500 is touting a 15.5% advance, small-cap stocks look underwhelming – but investors shouldn't shy away from them, said Julie Biel, chief market strategist at Kayne Anderson Rudnick. "I don't think you want to avoid them — they're part of a balanced diet," said Biel, who is also a portfolio manager at the firm.

The resulting "double exposure" makes sense when it comes to why investors are shunning the space, the strategist said. "Earnings in small and mid cap have not done as well; they haven't really bottomed. A lot of these businesses don't have the kind of market control that larger companies do and have been very hurt by inflation and higher labor costs," said Biel. Biel herself manages a small- and mid-cap growth portfolio and takes a long-term investment approach.

 

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