Notes from Laird Bieger of Baron Capital, Mark Wynegar of Tributary Capital Management, and Amy Zhang of Alger Funds' presentation from the 2020 Monringstar Investment Conference.
Q2 2020 hedge fund letters, conferences and more
Up-and-Coming Small- and Mid-cap Portfolio Managers
Our manager research team has been publishing its semiannual Morningstar Prospects report for several years. Prospects are strategies that often graduate to full analyst coverage. At this session, we will look at small- and mid-cap strategies that may soon get called up to the big leagues.
- Large cap growth led way
- What is case for small and mid
Mark Wynegar
- Small cap outperform in coming out of recession
- Valuation disparity, small and large caps
- Small vs growth
- Low...

