{"id":73433,"date":"2026-05-07T10:32:37","date_gmt":"2026-05-07T17:32:37","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=podcasts&#038;p=73433"},"modified":"2026-05-07T10:33:18","modified_gmt":"2026-05-07T17:33:18","slug":"pender-equity-pm-series-the-case-for-us-small-mid-cap-equities","status":"publish","type":"podcasts","link":"https:\/\/penderfund.com\/fr\/podcasts\/pender-equity-pm-series-the-case-for-us-small-mid-cap-equities\/","title":{"rendered":"Pender Equity PM Series: The Case for US Small &#038; Mid Cap Equities"},"content":{"rendered":"<p>Dispersion, Discipline, and Downside Protection in an Overcrowded Market<\/p>\n<p>In a market dominated by mega-cap concentration and AI-driven narratives, this episode explores the overlooked opportunity set within US small and mid cap equities. Portfolio Manager, Aman Budhwar spoke with Associate Client Portfolio Manager, Laura Baker on his disciplined, bottom-up investment framework, focused on sustainable competitive advantages, strong capital allocation, and downside protection. The conversation offers a compelling case for active management in a market rich with mispricing, where careful research and long-term thinking can uncover durable compounders beyond the headlines.<\/p>","protected":false},"featured_media":73434,"template":"","meta":{"_acf_changed":false},"fund-type":[],"topics":[],"class_list":["post-73433","podcasts","type-podcasts","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pender Equity PM Series: The Case for US Small &amp; Mid Cap Equities - PenderFund Capital Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/penderfund.com\/fr\/podcasts\/pender-equity-pm-series-the-case-for-us-small-mid-cap-equities\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pender Equity PM Series: The Case for US Small &amp; Mid Cap Equities\" \/>\n<meta property=\"og:description\" content=\"Dispersion, Discipline, and Downside Protection in an Overcrowded Market In a market dominated by mega-cap concentration and AI-driven narratives, this episode explores the overlooked opportunity set within US small and mid cap equities. 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