In our experience, a financial adviser needs to have an investment philosophy to give structure and consistency to their advice. In this video, James explains the basics behind Steward Wealth’s Low Volatility Investment philosophy.
Are small cap companies still a bargain?
Are small cap companies still a bargain?
Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.
