Brookvine welcomes US micro cap manager Chris Cuesta from THB to Australia & NZ for an investor roadshow. Deregulation, tax reform and the valuation gap vs large cap stocks combine to make a very compelling and timely thesis for US micro caps.
“The biggest thing that our companies are excited about is deregulation,” says Chris Cuesta, CEO and Portfolio Manager, THB. “Now that those clouds have parted through deregulation efforts, companies are very, very optimistic.”
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