HOW TO INVEST IN SMALL CAPS

2 march 2026 - Manny Weintraub/Brew Markets

Manny Weintraub was a guest on the Brew Markets podcast to discuss investing in small capitalization stocks, a portion of the market that has been out of favor for many years but is showing signs of life. During his conversation with Ann Berry, Manny shared many insights, including his observation that investing in small caps is not well suited to passive strategies. “The nature of the rule-based approach to index inclusion means that when you own a small cap ETF, you are selling the stocks that do well and graduate into being mid-caps, and you are buying the stocks that are in decline and flunk out of being mid-caps.”

This interview is provided for general informational and educational purposes only and does not constitute investment advice, an offer, or a recommendation of any specific strategy or security. The views expressed are Manny Weintraub’s as of the date of the recording and may not reflect current views or the views of Cannell & Spears LLC. References to specific companies or securities, if mentioned, are for illustrative purposes only and should not be considered recommendations. Cannell & Spears LLC and its clients may hold positions in securities discussed and may buy or sell such securities at any time. Investing involves risk, including the possible loss of principal. Small-capitalization securities may be subject to greater volatility and liquidity risk than larger companies and any strategies discussed may not be suitable for all investors. Past performance is not indicative of future results.