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Hidden gems in global small cap value $XPEL, $TRRVF and $JSCIF with Chris Waller | S07 E21
Jun 18, 2025
Chris Waller of Hidden Gems Investing discusses his global small-cap value fund and the Substack he launched. He notes the historical underperformance of small-cap value compared to large-cap growth, particularly in the US, and attributes this to factors like low interest rates, easy money, and the recent AI boom. Waller remains confident that these divergences will not persist forever and believes opportunities exist for diligent investors, especially outside the US in markets like the UK.
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