19 October 2026
After years of being overshadowed by US megacaps and the artificial intelligence boom, could smaller companies finally be ready for a comeback?
Merryn Somerset Webb speaks with Downing fund manager Simon Evan-Cook and Odyssean Capital’s Stuart Widdowson about why small caps remain unusually cheap, what could bring investors back, and whether small-cap value could become the ultimate anti-AI trade. 00:41 Why smaller and newer funds can outperform 12:27 Is the small-cap market finally turning? 15:52 Why small caps look so cheap 20:17 What makes a great fund manager? 21:44 Inside a concentrated small-cap portfolio 29:42 Could small-cap value be the anti-AI trade?
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