Small-cap is rally just a 'hint' of a broader industry trend: investment mix managers



Small cap shares (^RUT) have seen a resurgence in recent sessions as investors seem to begin to rotate out of Big Tech. Villere & Co. investment mix manager Sandy Villere joins industry Domination to talk about how investors can play small cap shares as the industry begins to rotate out of the tech trade. Villere comments on the outlook for small caps: “I mean we’re expecting robust earnings development, right, and even when rates go down right, even if you’re looking at 14.5 times earnings. Remember when rates go down and there’s a lot of leverage that small caps use, so I think the earnings are actually going to be even better than what are currently modeled into those forecasts. So I think small caps have an incredible tailwind behind them. And a great opportunity to get involved again.” He goes on to weigh in on several small-cap shares On Holding (ONON), First Hawaiian (FHB), and Option Care Health (OPCH).
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