Top value fund managers are ready for the small cap bear market to be done

During the bull market, small caps haven’t been performing well, but some believe that could be about to change. Breach Inlet Founder and Portfolio Manager Chris Colvin and Gradient Investments President Michael Binger both expect small caps to take off.

Q1 2020 hedge fund letters, conferences and more

However, not everyone is convinced. BTIG strategist Julian Emanuel believes the end of stimulus could mean the end of the recent run in small caps.

The debate over small cap stocks

Binger told CNBC’s Trading Nation last week that small caps have outperformed large caps in nine of the last periods coming out of recessions. Small caps have had some big weeks recently, climbing...