US small caps still worth considering, says Janus
American small- and mid-cap stocks can potentially offer emerging market-level returns and more US-focused exposure than large caps, says Nick Thompson of Janus Capital.
Nick Thompson is client portfolio manager on the investment team at Janus Capital. Working closely with the portfolio managers and analysts, he represents equity strategies to clients.
Before joining Janus in September 2006, Thompson served as portfolio specialist for the Pimco funds distributed by Allianz Global Investors. He developed distribution strategies for fixed-income portfolios and functioned as the link between the distributor and the investment team.
Outside the US, inv…
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