Small/Smid Cap Stocks: The Overlooked Asset Class

A lot has happened in the small- and smid-cap markets over the past few weeks; here are our thoughts on recent political events and their effect on smaller cap U.S. equities.

Garo Norian, CFA
Partner,
Associate Portfolio Manager, Core Equity Strategies

Dawn Brock
Partner,
Associate Portfolio Manager, Core Equity Strategies

Christopher Mashia, CFA
Senior Vice President,
Core Equity Strategies

Amrita Thapa, CFA
Managing Director,
Risk Management & Client Solutions

Allison J. Chase, CIPM
Senior Vice President,
Institutional Client Service and Marketing Analytics

Dennison T. Veru
Senior Partner,
Chief Investment Officer

Frank Galdi
Partner,
Chief Risk Officer & Deputy Chief Investment Officer

Marc Shapiro
Partner,
Senior Portfolio Manager, Core Equity Strategies

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Financial Planning Blog October 2025
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