The Benefits of Contrarian and Under-Owned Asset Classes
In this insightful conversation, Daniele Donahoe, CFA, Partner and Chief Equity Strategist at Waverly Advisors, LLC, is joined by Matthew Reiner, CFA, Principal and Co-Portfolio Manager at Adirondack Small Cap Mutual Fund, and Chad Cleaver, CFA, Portfolio Manager for Emerging Markets at Driehaus Capital Management, to explore the potential benefits of contrarian and under-owned asset classes. They discuss the ongoing shift away from large-cap technology toward small-cap value and emerging markets, highlighting how mean-reversion, global macro trends, and a weaker U.S. dollar could signal new opportunities. Drawing on their deep fundamental research, the trio covers everything from how tariffs affect different regions to the importance of diversification amid changing market leadership. Whether you’re curious about small-cap banks, cutting-edge data centers, or emerging power markets, this conversation offers a timely and broad perspective on where the market may be headed next.
Waverly Advisors, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, executives, and institutions. We take a holistic approach to wealth management, dealing with all aspects of a client’s wealth, including investments, taxes, estate planning, charitable trust services, corporate retirement plans, and more.
Video recorded on Wednesday, March 19, 2025