Small & Mid-cap: Due Diligence Report
Portfolio manager, Ethan Wallace, CFA, participated in a panel hosted by Citywire to discuss where he is finding opportunities in the small-cap space and what is going on in the markets. (60 min video)
As of 31 May 2025, SJF owned shares of First Advantage Corp., Helios Technologies, Inc., Red Rock Resorts, Inc. - Class A, Ryman Hospitality Properties, Inc., United States Lime & Minerals, Inc.
Russell 2000 Index measures the performance of roughly 2,000 US small-cap companies. The index is unmanaged, market capitalization weighted, includes net reinvested dividends, does not reflect fees or expenses (which would lower the return) and is not available for direct investment. Index data source: London Stock Exchange Group PLC. See www.silvercrestjefferson.com/disclosures for a full copy of the disclaimer.
The views expressed are those of the speakers as of May 2025 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.