The Bid: Disruptors in the Sweet Spot
At some point, you may have thought to yourself, “If only I had invested in Intel when it was at $5 dollars,” or, “I knew it. I should have bought Amazon in the 1990s.” We all like to think we know which disruptors will float to the top, or at least we wish we did. And while there isn’t a magic formula, as it turns out, a lot of these disruptors lie in the goldilocks of growth stocks: not too big, not too small, but in the sometimes forgotten middle.
In this episode of The Bid, we speak to Lawrence Kemp and Phil Ruvinsky, Portfolio Managers for the Mid-Cap Growth Equity Fund to uncover how they identify the sweet spot of disruptive stocks.