Exploring Mid-Cap Investment Strategies
Welcome to Zephyr’s Adjusted for Risk podcast! In this episode, host Ryan Nauman discusses the often-overlooked mid-cap investment space with Kirk McDonald, portfolio manager at Argent Capital Management. They delve into the characteristics of mid-cap companies, the surprising long-term performance advantages, and why mid-caps may offer attractive risk-adjusted returns. Kirk also addresses the opportunities and challenges active managers face in the mid-cap space and gives a forecast for the rest of 2025. Tune in for a comprehensive discussion on the value and opportunities in mid-cap investments.
Zephyr can help financial advisors locate top performing mid-cap investment strategies.
Learn more about Argent Capital Management here.
00:00 Introduction and Welcome
01:12 Guest Introduction: Kirk McDonald
01:35 Argent Capital Management Overview
02:23 Investment Strategy and Portfolio Management
04:49 Mid-Cap Market Insights
10:42 Challenges and Opportunities in Mid-Cap Investing
18:33 Performance and Market Conditions
22:39 Future Outlook for Mid-Caps
28:48 Conclusion and Contact Information
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