Small-Caps at an Inflection Point: The Tide Is Turning but is it Sustainable

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailIn this WTR Small-Cap Spotlight Flashcast, host Tim Gerdeman, Vice Chair and Co-Founder of Water Tower Research, sits down with Shawn Severson, Founding Partner and CEO, to discuss the long-awaited rotation into small-cap stocks. The discussion explores the forces driving renewed investor attention to small caps, including monetary policy shifts, valuation disparities, and improving access to capital markets. Shawn also shares why small-cap investing today demands a stock-picker’s mindset and what it will take to sustain this rally over the next year.

Episode metadata supplied by the publisher feed · Published Oct 7, 2025

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Small-Caps at an Inflection Point: The Tide Is Turning but is it Sustainable

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