BNN Business News: What to focus on when investing in small caps
FANG stocks aren’t everything in tech. Can you get better growth with smaller names? Andrew Bell asks Dave Barr precisely that question on BNN’s Business News.
“Obviously [FANG stocks] are a big part of tech and they have changed the way the tech world has evolved over the past decade but when companies get that big its hard for them to continue these impressive growth rates for a really long period of time, so if you really want to compound capital you have to go to the small cap market and find the FANGs of tomorrow.”
Dave goes on to highlight three portfolio holdings: Sierra Wireless (SW), Absolute Software (ABT) and Mattersight (MATR).