Suburban Sponsored Luncheon:   Super-Sized: Considerations for Small Caps in Equity Allocations

Join CFAP for an engaging luncheon presentation featuring Avantis Investors, as we explore the role of small-cap equities in today's investment landscape. While large-cap stocks have dominated headlines and market performance in recent years, changing market dynamics are prompting investors to reassess the potential opportunities offered by smaller companies. This session will examine the historical characteristics of small-cap investing, the factors that have influenced recent performance, and the considerations investment professionals should weigh when determining appropriate equity allocations.

Attendees will gain practical insights into how small-cap strategies may enhance portfolio diversification, long-term return potential, and exposure to market segments that are often underrepresented in traditional benchmarks. The discussion will also address valuation trends, risk considerations, implementation approaches, and the role of systematic portfolio construction in capturing small-cap opportunities. Whether you oversee institutional portfolios, advise private clients, or manage your own investment strategy, this timely presentation will provide valuable perspectives for evaluating the place of small-cap equities in a well-diversified portfolio.

Our presenter is Ted Randall, Senior Portfolio Manager with Avantis Investors. Ted is a senior portfolio manager at Avantis Investors®. Prior to Avantis Investors' establishment in 2019, Ted served as vice president and portfolio manager for domestic and international equity strategies at Dimensional Fund Advisors (DFA). In this role, Ted served as portfolio manager and portfolio advocate for 11 U.S. and non-U.S. developed, emerging market and blended asset allocation mutual funds and separately managed accounts. Ted earned a master's in business administration from the UCLA Anderson School of Management and a BS in business administration from the University of Southern California.

This program is specifically designed for investment management professionals—including portfolio managers, research analysts, institutional investors, wealth managers, investment consultants, and financial advisors—and assumes a working knowledge of equity markets and portfolio construction.