Small Cap Tech: Where Value Meets Growth and the Rotation Trade
Jeff Meyers, CEO of Cobia Capital Management, joins Max Wiethe, Real Vision editor, to discuss the recent market rotation from growth to value and small caps. Meyers focuses in on small cap tech, explains how small cap tech is both a play on value and growth, and shares his insights on best practices for investing in this sector. He also reviews a few stock picks he has made in the past — Digital Turbine, Silicom, and Airgain — and reveals some new picks for investors to consider. Key Learnings: The market rotation into value this week is setting the stage for investing sectors such as small cap tech. Meyers shares his investment approach this sector in order to leverage the hybrid nature of small cap tech and how to manage these positions even after these stocks may surpass what would traditionally be considered their value.