Lunch Roundtable on Small Caps: Consistency Hidden in Plain Sight

Join us for a lunch roundtable discussion on Small Caps: Consistency Hidden in Plain Sight, Jeremy Javidi, CFA, Columbia Threadneedle

Join us for a lunch roundtable discussion on Small Caps: Consistency Hidden in Plain Sight, Jeremy Javidi, CFA, Columbia Threadneedle

While large cap equities have generated impressive returns recently with the emergence of the Mag 7, small caps continue to deliver. Now that mega cap trade is arguably extended, investors are realizing they aren’t the only game in town. Join us for a lively discussion with Senior Portfolio Manager Jeremy Javidi as he discusses American Exceptionalism through small cap investing.

April 22nd 12-1:30pm

Wild Mango, Crocker Park

This roundtable will have two locations:Eastside Breakfast at the Corporate College, Warrensville Heights and Westside Lunch at Crocker Park

Eastside Breakfast, Corporate College (please register for this at the separate registration link here)

Breakfast and lunch brought to you by Columbia Threadneedle

Learn about Columbia Threadneedle Here

Jeremy Javidi is the lead portfolio manager for the for the Small Cap Value team at Columbia Threadneedle Investments. He is responsible for research, stock selection and portfolio construction for two small-cap value mutual funds as well as these strategy’s institutional assets. Jeremy joined Columbia Threadneedle out of college as a junior portfolio manager on a MultiCap (Large/Mid) Value team in 2000, joined the Small Cap Value Discovery strategy as a portfolio manager in June 2002 and became lead portfolio manager in January 2013. He became leader portfolio manager on the Small Cap Value & Inflection strategy in 2023.He has been a member of the investment community since 2000. Jeremy double majored in quantitative economics/mechanical engineering at Tufts University. In April 2023, he received his M.S. in applied business analytics. In addition, he has held the CFA® designation since 2004

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