Podcasts about small cap growth

There's nothing a woman in a power suit can't do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen's operation • How collaboration can be a boutique's secret sauce for standing out amongst the bigs…and so much more. About Rayna Lesser Hannaway:Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy. Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. In 2021, Rayna launched Polen's WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.Rayna holds a bachelor's degree in economics (summa cum laude) from Barnard College, Columbia University. In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family. Resources Mentioned in This Episode: Song: U2 - Beautiful Day Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

In this episode we return from hiatus to answer emails from Popeye, Clint and Mr. Klingon.  We discuss a JP Morgan report, giving to the Father McKenna Center, adventures with a bad planner-provided portfolio and how to fix it, and that cowbell known as small cap value.And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.Additional links:JP Morgan Reports:  Guide to the Markets | J.P. Morgan Asset Management (jpmorgan.com)Father McKenna Center Donate Page:  Donate - Father McKenna CenterMerriman Best In Class Fund Recommendations:  Best ETF Recommendations | Merriman Foundation (paulmerriman.com)Small Cap Growth v. Small Cap Value Since 1972:  Backtest Portfolio Asset Class Allocation (portfoliovisualizer.com)Support the show

VettaFi's Todd Rosenbluth offers perspective on the top five ETFs in inflows this year.  ASYMmetric ETFs' Darren Schuringa explains the technologically underpinning their “Smart” ETF lineup.  Motley Fool's Charly Travers spotlights their Small Cap Growth ETF (TMFS) and provides a behind-the-scenes look at day-to-day portfolio management.

Talking with a Thrivent fund manager about why the 'little guys' are worth our attention. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Seit einem Immobilienverkauf steht den Eltern meines Blogger-Kollegens David Frank von junginrente.de ein sechsstelliger Betrag zur Verfügung, der Cashflow-orientiert veranlagt werden soll. Während wir mit den ersten Teilen der Beitragsreihe die Rahmenbedingungen abgesteckt und meine konkrete Einkommens-Portfolio-Idee besprochen haben, werden wir diesmal den 13. Kauf unter die Lupe nehmen. Konkret handelt es sich dabei um einen Dividenden-starken Japan CEF von JPMorgan.

VettaFi's vice chairman Tom Lydon discussed the Vanguard Small Cap Growth ETF (VBK) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

John & Justin pick a stock from a Small Cap Growth & Income Screener. These are companies that are growing but who also pay a dividend. The criteris the companies had to fulfil to fit this screener were: Market Capitalisation below £250m, minimum earning per share forecast growth of 10%, minimum forecast dividend yield of 3.5% and dividend cover of 1. John's Pick is: Severfield #SFR Severfield is the UK's market leader in the design, fabrication and construction of structural steel, with a total capacity of c.150,000 tonnes of steel per annum. The Group has six sites, c.1,500 employees and expertise in large, complex projects across a broad range of sectors. The Group also has an established presence in the expanding Indian market through its joint venture partnership with JSW Steel (India's largest steel producer). Justin's Pick is: Coral Products #CRU Coral Products PLC is a manufacturer and distributor of plastic products within a wide range of sectors. The Group has operations in the UK with manufacturing facilities in Wythenshawe and Hyde, Greater Manchester and distribution facility in Hyde, Greater Manchester.

Episode #64: Tech Wreck Over the last few weeks, we've experienced perhaps the most significant market decline of 2022, and many investors see nothing but a bleak outlook ahead. Tech stocks, in particular, have taken a beating. However, analyzing statistics about drawdowns and looking to history as a guide is helpful in understanding why it's happening - and why there's still a great probability for positive returns in 2022. Want more Flourish Insights with Jay Pluimer? Check out our Insights blog at https://www.flourishinsights.com. Like what you hear? Please write a review of this podcast on Apple Podcasts or Alexa EPISODE TRANSCRIPT Hi everyone, Jay Pluimer here with Flourish Insights. As the Director of Investments at Flourish Wealth Management, I take pride in providing our clients, colleagues, and friends with resources and information that can help them make strategic and effective choices regarding their investments. If you've been enjoying the show, be sure to subscribe on Apple Podcasts, Spotify, Google Podcasts, or wherever you get your podcasts, so you'll never miss an episode. Today, we're talking about the ongoing Tech Wreck. In direct contrast to the most recent episode of Flourish Insights about Silver Linings, the stock market has been experiencing another steep decline over the past couple of weeks. This is the third time we've experienced a dip in the markets during 2022, and so far it seems to be the most aggressive with a couple of days when the S&P 500 Index dropped by over 2%. Small Cap Growth and Large Cap Technology stocks have been hit even harder and are both in Bear Market territory, meaning they have lost over 20% so far this year. Although it seems like the S&P 500 has done as bad or worse this year, Large Cap Stocks are down around 15% so far this year. An important statistic during periods when stock prices are dropping is that the market spends about one-third of the time in drawdown. Drawdowns have happened in 33 of the 96 years that we have market data. The drawdown actually has two components – the decline and the recovery. The decline is what we are in right now when the market is falling and nobody seems to know how long it will last or how low the market will go. Bear markets have historically lasted a little over a year with a total loss of around 33%. However, at some point the downward slide ends and the recovery stage begins until the market reaches the pre-downturn level. It might help to know that the average annual market drop over the past 40 years is 14%. The market is down at some point during the year 100% of the time but has a positive return 75% of the time. That means that our current loss of 15% is pretty average based on market activity over the past 40 years, and that there is still a 75% chance of a positive return in 2022. But let's talk about why the market downturn this year feels so bleak. The barrage of negative headlines about inflation, rising food prices, the War in Ukraine, and pain at the pump is a lot to bear for investors. Add in worries about a recession from aggressive Federal Reserve interest rate hikes and it's not a surprise that investors are questioning why they should stay in the market. (By the way, people definitely should stay in the market or they will lock in the year-to-date losses and miss out on the eventual recovery.) The hardest hit part of the market so far has been Large Cap Technology and Communications stocks. These companies make up the majority of the NASDAQ Composite which is down about 26% this year. It's a grim part of the market with 4,700 stocks where 61% of those stocks are down more than 20%, 43% of the stocks are down more than 40%, and 29% are down over 60%. Some of the notable losers this year include companies that had benefited from the COVID economy, including Zoom, Netflix, and Shopify, all of which are down over 70% this year. There are a few reasons why companies in the NASDAQ Composite are taking the biggest hits from the correction. The first reason is valuation, meaning the stock prices for these companies had been very high after 3 consecutive years of big gains. Stock price estimates are based in part on calculations that use the discount rate, which has been basically zero for the past couple of years but is on the way up with every Fed rate hike. Another hit from higher interest rates is the significant amount of bond debt that these companies have taken on over the past few years, initially issuing record levels of new bond debt to capitalize on the zero interest rate environment but now paying the price for that debt as interest rates spike. Technology and Communications companies represent over 60% of the NASDAQ Composite compared to 35% of the S&P 500 Index. These companies have been driving stock market returns for the past 10+ years, generating between 20% and 40% of the returns in a given year. For example, the so-called FAANG stocks of Facebook, Apple, Amazon, Netflix, and Google have returned over 40% per year for the past 5 years while representing almost 25% of the S&P 500 Index and 40% of the NASDAQ. Those stocks are down between 14% (Apple) and 72% (Netflix) so far this year, leading the way for the Tech Wreck we are experiencing at the moment. It's hard to know what's next at this point. Historical evidence shows that we could be close to the bottom of the market dip or at the halfway point of a larger decline. One thing I can be sure of is that companies like Netflix and Peloton still have millions of subscribers and continue to grow, just not at the astronomic rates experienced in 2020. Zoom is here to stay as an important office resource and most of the restaurants I've visited over the past year use point of sale technology from Square. I can't fully explain why each of those stocks have dropped over 60% this year, but they are good businesses with real revenues and attractive growth opportunities, so my expectation is that investors will start to buy those stocks again at some point. The same can be said for most of the stocks that have been beaten up during the Tech Wreck. This is definitely NOT a repeat of the year 2000 when companies like Pets.com, Global Crossing, and Palm went out of business in the blink of an eye. Although I doubt we have seen the bottom of the Tech Wreck, history shows that these companies will experience a recovery at some point on their way to setting new record highs. Hopefully that turning point will happen sooner rather than later. If you enjoyed this episode, please take a moment to rate and review us on Apple Podcasts so that more investors like you can find the show. And don't forget to check out Flourish Wealth Management's other podcast, Flourish Financially with Kathy Longo, available on all your favorite podcast providers. Thanks for listening, and don't forget to stay focused and think long-term. Send us your feedback online: https://pinecast.com/feedback/flourish-insights/0df6b57d-7d90-4bcd-b1cb-32558c8d40b7

Paul begins this podcast by reviewing long-term returns of the 4 major equity asset classes for the 94 years ending 2021, before moving on to the focus of the podcast: our quilt charts.  The most useful single table, of all the tables created by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, is […] The post How long can the unexpected continue? appeared first on Paul Merriman.

Carillon Eagle Small Cap Growth Fund, 4th Quarter 2021 Letter by Bert Boksen, Eric Mintz and Christopher Sassouni Top 10 Holdings: $EVRI $KWR $GTLS $LSTR $LPLA $RBA $EGP $SMPL $SUM $HZO Companies discussed: $CCMP $SLAB $EGP $SUM $ASAN $PENN $SPT The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Flexible Distributions in retirement — which Paul considers one of the greatest financial luxuries for a retiree — are discussed in this podcast updated for 2022. He helps investors see the relationship between how much is taken out for distributions, the balance of equity and fixed income asset classes, and whether distributions are adjusted for […] The post Flexible distributions: a great luxury in retirement appeared first on Paul Merriman.

How much should you take out of your portfolio in retirement? This is one of the biggest financial decisions you will make. In this presentation, Paul discusses the use of the Fixed Distribution Tables, updated for 2021 data.  He uses Fine Tuning Tables B1 (S&P 500) and  B9 (U.S. 4 Fund Portfolio) as the return series […] The post Fixed Distributions 2022 Update appeared first on Paul Merriman.

  In this podcast and video, Paul Merriman, Chris Pedersen and Daryl Bahls discuss the 2022 update of “No-Nonsense Portfolios” Tables along with new tables used in a recent presentation at the 2022 White Coat Investor Conference. That presentation was entitled “The Inside Story of 150 Portfolios Better Than Yours.” The two tables compare the […] The post Comparing the risk and return of 20 different (mostly) popular portfolios for do it yourself investors appeared first on Paul Merriman.

The idea began more than 25 years ago: Use tables to show the risk and reward of different equity asset classes — along with different combinations of equity and fixed income — so that investors gain a firm understanding of the relationship between long-term return and short-term risk, and make their investment decisions accordingly.  At […] The post Fine Tuning Your Asset Allocation: 2022 Update appeared first on Paul Merriman.

Since 1995 Paul has been writing and teaching Do-It-Yourself investors about the Ultimate Buy and Hold Portfolio. In this 2022 update he uses the UBH table (70-30) and UBH tables (50-50)  to make the case for 10 equity asset classes he thinks investors should consider owning in the equity portion of their long-term investments. The […] The post Ultimate Buy and Hold Strategies: Update 2022 appeared first on Paul Merriman.

What are the most important attitudes and habits of successful investors? In this podcast, Paul examines this question through the lens of “hard work,” or what is often called “grit.”  He references a special 6-minute TED talk by Angela Lee Duckworth, a psychology professor at the University of Pennsylvania. The video is about the importance of “grit” in […] The post How to Be The Perfect Investor appeared first on Paul Merriman.

Paul shares the dire predictions from several gurus and includes a list of reasons a sharp decline could happen.  He includes history of corrections and bear markets since 1950.  https://awealthofcommonsense.com/2021/02/a-short-history-of-u-s-stock-market-corrections-bear-markets/ Question:  Is the 60/40 portolio “in danger?”  Paul uses ‘Fine Tuning Table 3’ to show investors how to figure out the risk of Vanguard Wellington […] The post Is the market going to crash? appeared first on Paul Merriman.

Golden Entertainment (GDEN), Eagle Materials (EXP), and Surgery Partners (SGRY) stocks are on David Swank's small cap growth stock watch list. Are these stocks more attractive than the S&P 500? What will it take for investors to participate in these smaller cap names when the mega caps have been performing well historically? Tune in for the full interview.

In this week's episode, David and Ian discuss the continued focus on the US Dollar, Cybersecurity stocks, the Gambling industry, and Small Cap Growth. Ian gives his thoughts on the “impossibilities” of predictions and David points to some bullish hints from the Fixed Income space.    

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Recorded via Twitter Spaces, Gav Blaxberg sits down with Jonah Lupton for a Q&A examining his top holdings and asking questions from the audience.

The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the Investment Community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds them for the long-term, seeking to generate returns that are multiples of their original investment. But despite their discretionary nature, their book The Motley Fool Investment Guide did contain a detailed quantitative model to select small-cap growth stocks. When we launched Validea in 2003, we wouldn't have guessed that this model would have outperformed all the other models we launched, but it has produced the best return of all the models we follow in the 18 years since. In this episode, we take a look at the model we extracted from the Motley Fool Investment Guide and the criteria it uses to select small-cap growth stocks. ABOUT THE PODCAST Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau

The major markets climbed back toward all-time highs as all five indices closed the week higher. Emerging Markets added an impressive 2.4% making it the first of the major markets to reflect a double-digit return year to date. Much like Emerging markets, small caps had been under pressure for much of 2020. However, Small caps have continued to outperform their large cap peers since late last year. The greatest gains across the style boxes were seen in Small Cap Growth which sit with a year-to-date gain of 17.06% as of Friday’s close. At the sector level, 8 of the 11 sectors closed higher with Consumer Discretionary and Utilities seeing the greatest losses. Meanwhile, Energy added 4.33% last week, adding to its 2021 outperformance. Last week’s gains in Crude Oil and Natural Gas were a continuation of rising energy prices due to the polar vortex hanging over the country the last 10 days. Headlines describing the strain on the nationwide power grid read like something more appropriate in the peak of the dog days of summer. It was reported that more than 4 million homes in the United States and Mexico have experienced some form of blackouts. Natural Gas was simply unavailable in some regions, sending some power plants offline. In Economic news, the Consumer Price Index reflected a gain of 0.3% as inflation fears were stayed for the time being. However, Friday’s Consumer Sentiment fell from 79 to 76.2 marking a six-month low for the index. Furthermore, families earning less than $75,000 annually reported the largest decline in optimism. Finally, the yield curve remained largely unchanged last week with some steepening occurring in the longer-term yields. This weighed on bonds, causing returns to fall, taking the Bloomberg Barclays US Aggregate Bond Index to a year-to-date loss of 1.23%.

Today, we are joined by Insight Provider Mark Chadwick, who walks us through the big picture of Japan small-caps, including growth drivers and key trends, for anyone looking to understand more about the increasingly more intriguing Japanese market. Mark also picks three stocks to watch - ones whose potential might have gone unnoticed. Mark Chadwick has over 20 years of experience in equities and asset management in Asia and Japan. Most recently, he held positions in equity sales for Japanese and global investment banks in Tokyo and London. Mark has developed a database for evaluating the board structures of listed Japanese companies using publicly available data and a scorecard of 21 key metrics, grouped into three broad pillars - entrenchment, board independence, and shareholder alignment. The goal is to provide a framework to judge the state of governance in Japan and help investors understand each company's strengths and weaknesses. Follow his work at: https://www.smartkarma.com/profiles/mark-chadwick-b029e12b-877a-4796-9fc2-726aa7084ed5 This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma's views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Alan Green joins the UK Investor Magazine Podcast to dissect the factors driving the small caps markets in the United States and the UK. We explore factors such as vaccines, Brexit and natural resources.In keeping with prior Podcasts, we pay attention to three UK equities in Bidstack (BIDS), Destiny Pharma (DEST) and RA International (RAI). See acast.com/privacy for privacy and opt-out information.

No guest this week as Bob and I once again dip into the mail bag.We welcome your questions - send them to us at gamblingwithanedge@gmail.com, or you can find me at @RWM21 on Twitter or https://www.facebook.com/GamblingWithAnEdge.podcastClick to listen - Alt click to downloadShow Notes[00:00] Introduction[00:39] Bob's recent experiences in Las Vegas casinos[09:33] Richard's thoughts on indexes?[12:05] Online blackjack[14:14] At what level does the heat subside?[15:34] The Illustrious 18[16:35] Rocky Aoki stories[18:47] What constitutes a losing streak?[19:59] The processing of six-figure jackpots[27:06] Is card counting better than scouting for other plays?[29:54] How can a blackjack player play longer sessions?[31:57] Rat-holing chips[34:22] Problems downloading the podcast[35:40] Full pay Jacks or Better progressives in Las Vegas[36:43] Memorable guests and favorite episodes[38:47] Exhibit CAA[40:30] Card mechanic videos[41;29] Tips on buying a vintage video poker machine[41:58] Blackjack training suggestions[44:12] Has Richard ever had someone intercept signals?[46:53] Using a magnetron[47:17] Has GWAE created a wave of APs?[48:28] Should a red to green chip counter play rated?[49:59] South Point Casino June Promotions - "Free Play with a Kicker," no free VP classes this fall[50:52] Predictit.org/promo/edge - place small bets on political events, $20 deposit match for GWAE listeners[51:50] BlackjackApprenticeship.com - card counting training site and community[52:31] VideoPoker.com/gwae - Gold Membership offers corrections on most games, Game of the Week is Wheel Poker with Quick Quads[53:17] Tips for avoiding slot losses and losing blackjack sessions[55:10] Dana White's blackjack strategy[57:32] Playing blackjack in Australia[58:24] American Casino Guide and Las Vegas Advisor coupons[59:40] Exploiting dealer errors[61:55] Does a positive count make the dealer's hand stronger?[63:31] Greek and Czech blackjack teams[64:46] Do multiple tickets over $1200 generate a W2G?[68:06] How to recommend future guests to GWAE[71:09] Recommended - Last Week Tonight with John Oliver, Squirrel NinjaSponsored Links:SouthPointCasino.comPredictit.org/promo/edgeBlackjackApprenticeship.comVideoPoker.com/gwaeBooks Referenced:Professional Blackjack by Stanford Wong https://amzn.to/2Nd9UgAComp City by Max Rubin https://amzn.to/2zNQoEEExhibit CAA by James GrosjeanBillion Dollar Hollywood Heist by Houston Curtis https://amzn.to/3ehlwuYEpisodes Referenced:Kelly Sunhttps://www.lasvegasadvisor.com/gambling-with-an-edge/gambling-edge-guest-kelly-sun-queen-sorts/James Holzhauerhttps://www.lasvegasadvisor.com/gambling-with-an-edge/podcast-jeopardy-james-holzhauer/Bill Baxterhttps://www.lasvegasadvisor.com/gambling-with-an-edge/gambling-with-edge-guest-poker-legend/https://www.lasvegasadvisor.com/gambling-with-an-edge/gambling-edge-guest-poker-legend-billy-baxter-2/Limonhttps://www.lasvegasadvisor.com/gambling-with-an-edge/gambling-edge-guest-poker-pro-limon/Small Cap Growthhttps://www.lasvegasadvisor.com/gambling-with-an-edge/gambling-with-an-edge-guest-card-counter-smallcap/Bob Nersesian - many episodes availableRecommended:Last Week Tonight with John OliverSquirrel Ninja, https://www.youtube.com/watch?v=hFZFjoX2cGg

David Trainer of New Constructs said that investors might want to consider rotating away from small-cap growth stocks and funds because the space is over-run with unattractive stocks. In the 'Danger Zone' segment, Trainer noted that less than 10 small-cap growth funds -- and very few individual stocks too -- are earning his firm's very attractive rating, with the entire space of the market overpriced and do for an adjustment. Also on the 'National Be a Millionaire Day' show, Richard Carter of Fidelity Investments discusses ignorant ways that savers are leaving yield on the table when certain investments roll over, Tom Gandolfo of Three Bridges Financial Group talks markets, tariffs and trade, and Bill Smead of the Smead Value fund has the Market Call.

Doug Basile, Portfolio Specialist with the Heritage Growth Equity team at Wells Fargo Asset Management, lends insight into what makes small-cap growth stock appealing now and over time. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. 320960 Not FDIC Insured - No Bank Guarantee - May Lose Value

Doug Basile, Portfolio Specialist with the Heritage Growth Equity team at Wells Fargo Asset Management, lends insight into what makes small-cap growth stock appealing now and over time. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. 320960 Not FDIC Insured - No Bank Guarantee - May Lose Value

Doug Basile, Portfolio Specialist with the Heritage Growth Equity team at Wells Fargo Asset Management, lends insight into what makes small-cap growth stock appealing now and over time. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. 320960 Not FDIC Insured - No Bank Guarantee - May Lose Value

Doug Basile, Portfolio Specialist with the Heritage Growth Equity team at Wells Fargo Asset Management, lends insight into what makes small-cap growth stock appealing now and over time. A transcript is on AdvantageVoice®. This RSS feed is accompanied by current prospectuses for Wells Fargo Funds at wellsfargofunds.com. Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. 320960 Not FDIC Insured - No Bank Guarantee - May Lose Value

Capital Ideas Media publisher Mark Bunting talks to Ryan Irvine, whose Small Cap Growth stock portfolio has achieved a 37% average annual return over the last 19 years. Get five Top Picks and hear about Irvine's investing strategies, philosophies and lessons learned. Irvine is engaging, informative and amusing.

Finding value stocks with growth doesn’t have to be hard. Use this basic screen to find stocks with this powerful combination. (0:30) - Small Cap Growth vs. Value Stocks (3:00) - Zacks Stock Screen: Value Stocks With Growth (5:30) - Tracey's Top Stock Picks (14:45) - Takeaways From Using The PEG Ratio (17:25) - Episode Roundup: Podcast@Zacks.com

Adam and Tom speak with Manager Mike Balkin of the William Blair Small Cap Growth Fund.   www.bullseyebrief.com www.sevensreport.com