Beyond the biggest names

Matt McGeary, Tim Miller, and Ryan Harkins recently discussed the outlook for small- and mid-cap investing and with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management.

Opportunities in small- and mid-cap stocks

After a rough 2022, small-cap stocks spent the first part of 2023 on a roller-coaster. Small caps started the year strong, outperforming the broader market as investor enthusiasm around a soft landing started to take hold. Then, as hotter than expected inflationary data and hawkish U.S. Federal Reserve commentary stalled the broader markets, the regional banking crisis opened a trapdoor under small caps.

Looking to the rest of 2023, portfolio managers at three independent investment boutiques at Raymond James Investment Management say critical considerations for small- and mid-cap investors include:

  • Macroeconomic developments about the path of inflation and the possibility of recession;
  • Key secular growth trends; and
  • Thematic opportunities that active managers see potentially influencing asset allocation.
Beyond the Biggest Names | Opportunities in small- and mid-cap stocks


The webinar replay is for financial professional use only. It is approved for one hour of CFP®, CIMA®, CPWA®, CIMC®, and RMA® CE credit upon viewing the full replay and completing a brief assessment. The link above will direct you to, where you will need to create a free login to view this content. Asset TV is not an affiliate of Raymond James Investment Management.


Matt McGeary, CFA

Portfolio Co-Manager
Small and SMID Cap Strategies
Eagle Asset Management

Matt McGeary, CFA, Portfolio Co-Manager at Eagle Asset Management

Tim Miller, CFA

Co-Portfolio Manager
Small Cap Equity Strategy
Scout Investments

Tim Miller, CFA, Co-Portfolio Manager at Scout Investments

Ryan Harkins, CFA

Senior Portfolio Manager
Small and Mid Cap Value Strategies
Chartwell Investment Partners

Ryan Harkins, CFA, Senior Portfolio Manager at Chartwell Investment Partners


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M-396873-2023-06-26 Exp. 3/1/2024