Ballie Gifford, 7th August 2024, Online

7th August 2024


European Equities: Time to Look at Small and Mid-Caps again?

Small and Mid-Cap stocks in Europe have endured a torrid time in recent memory with attention and flows focusing on the larger end of the market. With cyclical tailwinds emerging, is it time to redress this imbalance and allocate towards structural potential winners lower down the cap spectrum?

Learning objectives:

  • Learn about the historical performance of small, mid and large caps in Europe
  • Understand why many growth investors find many of their ideas in the lower reaches of the European market
  • Hear about the secular and cyclical opportunities in Europe


    Thomas Hodges, Investment Specialist Manager on Baillie Gifford European Fund

    Tom is a European Equities investment specialist in the Clients Department. He joined Baillie Gifford in 2021 having previously worked as a product specialist at Janus Henderson Investors. He graduated with a BA in Politics from the University of Nottingham in 2014.