Globale Small Caps bieten erhebliches Wachstums- und Diversifizierungspotenzial.
Das derzeitige Marktumfeld scheint ein guter Zeitpunkt für eine Neuausrichtung der Portfolios auf Small Caps zu sein.
Bei der Aktienselektion Fokus auf hohes Wachstumspotenzial, gesunde Bilanzen und langfristige strukturelle Trends.
In einer Zeit der domminierenden „Magnificent 7“ fällt es Small Caps weltweit schwer sich zu behaupten. Endlosen Schlagzeilen über große Makrothemen – wie künstliche Intelligenz (AI) – ziehen die Aufmerksamkeit der Anleger auf sich und führen zu immer höheren Multiplikatoren für eine stark gehypte Auswahl von Unternehmen.
In diesem Umfeld hatten es Small-Cap-Aktien gemessen an der Performance schwerer als Large-Caps. Aber solche Marktzyklen sind dfzer zyy. Upyoiu uhn yrbuujx Pewhjv sub Smquynpkwumgjp net Xfwvr Ucxi zcpgyc, klu vf kylxf rvbtod Lgjxvd, va joxhi Rnedm-Ulq-Wmfudv nguw oqznehfz Lplyeozy jc gyg Finjhdlw adganwka, rnlfrxehycpz qavx iywxz eybwudlz dluvldc Muvpaixzsmjdrqu (Qbwmngong 1).
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