For those of us with decades of experience investing in the small and micro-cap end of the investible equity world, it feels like we are living in the epicenter of the markets’ turmoil. Small cap stocks have witnessed the perfect storm as investors have chosen to shelter in larger, well-recognized brand name companies with perceived safety and thus shunned stocks that were under-followed, under-owned, under-appreciated. Lack of coverage, lack of news, lack of sponsorship acted as factors that exacerbated selling pressure as investors uniformly rushed for the exits in March.
In fact, small cap stocks acted as a canary in…
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