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Small and Mid Cap Investing: Two Strategies and a Bright Future

In today’s volatile market, small and mid cap funds are uniquely positioned to capture the attention of investors with diversified exposure and a strong performance outlook for 2023. Join the conversation with TIFIN’s Head of Marketing, AJ Boury as he talks with Dimensional Fund Advisors’ VP and Portfolio Manager, Casey Baum, Royce Investment Partners’ Co-Chief Investment Officer and Managing Director, Frank Gannon, and John Hancock’s US Co-Head of Retail Product, Steve Deroin, as they discuss two unique approaches to developing small and mid cap funds, and why these strategies are relevant to the modern investor.

Topics covered in this webinar include:

  • An analysis of two unique approaches to developing small and mid cap funds including: active management and quantitative approach;
  • Short- and long-term benefits and challenges associated with small and mid cap investment strategies;
  • SME outlook on small and mid cap category for 2023 and beyond.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by









AJ Boury – Moderator

Head of Marketing



Casey Baum

VP and Portfolio Manager

Dimensional Fund Advisors / John Hancock


Frank Gannon

Co-Chief Investment Officer, Managing Director

Royce Investment Partners Royce Investment Partners / Franklin Templeton


Steve Deroin

US Co-Head of Retail

John Hancock



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