What podcasts say about Simon Evan-Cook
Every statement, with the speaker, the exact quote and the moment it was said.
What Simon Evan-Cook has said on podcasts
11 statements · 11 positive
Money could rotate from concentrated AI stocks into neglected assets if the shift is purely rotational.
“there's no reason I think that movement of money out of the massive concentration in AI stocks into all the stuff that's been neglected for three years can't happen as well.”
Open the episode · The Case for Buying Small Caps NowListen at 2:26
Smaller companies will outperform larger companies over time.
“smaller companies will rise more than larger companies over time.”
Open the episode · The Case for Buying Small Caps NowListen at 4:32
Small-company markets are less efficient, enabling skilled managers to generate more alpha.
“that part of the market is also less efficient. So you can make more alpha because you're more likely to find a company that everybody else has ignored”
Open the episode · The Case for Buying Small Caps NowListen at 4:39
Neglected small companies can be materially undervalued or grow manyfold.
“a company that is materially undervalued and that can potentially, even if it's not undervalued, still grow by 10, 20, even 50 times.”
Open the episode · The Case for Buying Small Caps NowListen at 4:53
European and UK small caps could deliver inflation plus 5–7% annually over ten years.
“there's no reason to think that over the next 10 years that they can't keep delivering you inflation plus. five six seven percent”
Open the episode · The Case for Buying Small Caps NowListen at 23:09
A skilled fund manager could add another one or two percentage points to returns.
“if you put a great fund manager on top of that then maybe you can add another one or two”
Open the episode · The Case for Buying Small Caps NowListen at 23:21
Small-cap value has historically been the best-performing asset class in UK data.
“the very best asset class you can be in is small cap value.”
Open the episode · The Case for Buying Small Caps NowListen at 24:52
Small-cap value substantially outperforms other assets over long periods.
“Small cap value over long periods smokes everything else.”
Open the episode · The Case for Buying Small Caps NowListen at 24:57
After active UK equity sellers are exhausted, small caps could rebound with little buying pressure.
“at some point, the last one of those will have left. And as Stuart mentioned earlier, at that point, then suddenly it's not going to take very much to get things moving the other way, I believe anyway.”
Open the episode · The Case for Buying Small Caps NowListen at 39:20
Simon’s selected funds have generally performed when needed during AI-related market weakness.
“the funds we have picked by and large have delivered in the moment when we wanted them to deliver”
Open the episode · The Case for Buying Small Caps NowListen at 41:22
A non-crisis AI rotation could redirect capital into neglected assets.
“if it's purely a rotation rather than an economic event or a war or something worse, there's no reason I think that movement of money out of the massive concentration in AI stocks into all the stuff that's been neglected for three years can't happen as well.”
Open the episode · The Case for Buying Small Caps NowListen at 42:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.