Our investment strategy is to look for stocks that have big upside potential in powerful mega-trends that are changing our world. That often leads to smaller, lesser-known companies, so by default the majority of the stocks we follow will be either small- or mid-cap companies.
Many people believe these stocks inherently have more risk, but not only is that a very broad generalization, it is also completely untrue. At one point in time, all large companies were small caps that flourished and grew into today’s leaders.