Russell 2000 Stocks 'Trading At A Massive Discount' To Large Caps: Gabelli Funds' Kevin Dreyer
Russell 2000 Stocks 'Trading At A Massive Discount' To Large Caps: Gabelli Funds' Kevin Dreyer
Small cap stocks are poised for a strong rally, according to Kevin Dreyer, co-CIO of Value at Gabelli Funds.
小盤股票有望展開強勁的反彈，根據Gabelli基金價值共同首席投資官Kevin Dreyer表示。
In a recent CNBC interview, Dreyer, who oversees the Gabelli Asset Fund (GABAX), emphasized that small caps have "a long room to run" and are increasingly becoming an attractive option for investors looking to diversify their portfolios.
在最近的CNBC採訪中，Dreyer強調，他所負責的Gabelli資產基金(GABAX)的小盤股票有"開多空間"，越來越成爲投資者尋求實現投資組合多樣化的吸引選項。
From Large Caps To Small Caps: The Shift Began In Early July
從大盤轉向小盤股票：轉變始於7月初
Dreyer noted that while growth stocks have dominated the markets for some time, a shift began to emerge in early July.
Dreyer指出，儘管成長股市場取得了一段時間的主導地位，但在7月初開始出現了轉變。
"We are long-time value investors, and growth has really led the markets for some time now. But we started to see this rotation in early July," Dreyer explained.
"我們一直是價值投資者，一段時間以來成長股確實主導了市場。但在7月初我們開始看到這種輪換的出現，" Dreyer解釋道。
This change is closely tied to recent actions by the Federal Reserve, which will soon start cutting interest rates. "Now this was in line with what we all are seeing now — the Fed finally cutting rates, and we're seeing small-caps and value start to do better."
這種變化與聯儲局最近的行動密切相關，他們將很快開始降低利率。"現在這和我們現在都看到的一致 —— 聯儲局最終開始減息，我們看到小盤股票和價值股開始表現更好。"
Read Also: Small Caps Set To 'Lead Their Large Cap Brothers' For Rest Of 2024, Says Market Strategist
閱讀更多：小盤股票預計在2024年餘下時間內"領導大盤兄弟"，市場策略師表示
Small Caps: Trading At 'Massive Discount' To Large Cap Counterparts
小盤股票：與大盤同行相比，交易"大幅折扣"
The renewed interest in small caps comes as they are trading at a substantial discount compared to their large-cap counterparts.
小盤股重新受到關注，因爲它們與大盤股相比交易價格大幅折扣。
"Right now, they trade at a massive discount to their large-cap peers," Dreyer highlighted, suggesting that this could be an ideal time for investors to consider adding small caps to their portfolios.
「現在，它們與大盤同行相比交易價格大幅折扣，」德雷爾強調，暗示現在可能是投資者考慮將小盤股加入投資組合的理想時機。
Dreyer's optimistic view is also supported by the recent performance of the Russell 2000, a key index for small-cap stocks, which seems on track to close higher. Popular ETFs tracking the index closely include the iShares Russell 2000 ETF (NYSE:IWM), the Vanguard Russell 2000 ETF (NYSE:VTWO) and the Avantis U.S Small Cap Equity ETF (NYSE:AVSC).
德雷爾的樂觀觀點也得到了羅素2000指數的最近表現支持，該指數是小盤股的關鍵指標，似乎將以較高水平收盤。跟蹤該指數的熱門etf包括ishares羅素2000指數etf（紐交所：IWM），羅素2000指數etf-vanguard（紐交所：VTWO）和Avantis美國小盤股權益etf（紐交所：AVSC）。
Though they don't track the Russell 2000 index, the iShares Core S&P Small-Cap ETF (NYSE:IJR) and the Vanguard Small Cap ETF (NYSE:VB) are other popular ways to get investment exposure to small-cap equity.
儘管它們並不追蹤羅素2000指數，但ishares標普500小盤etf（紐交所：IJR）和vanguard小盤etf（紐交所：VB）是其他受歡迎的投資小盤股資產的方式。
Small Caps Still Have A 'Long Way To Go'
小盤股仍有很長的發展路要走
"By and large, we've been buying more small caps lately, and we think they've got a long way to go," Dreyer added, indicating that the current market environment could present a lucrative opportunity for those looking to capitalize on undervalued assets.
「總體而言，我們最近一直在購買更多的小盤股，我們認爲它們還有很長的路要走，」德雷爾補充道，表明當前市場環境可能爲那些希望利用被低估資產賺取利潤的人提供了一個有利可圖的機會。
- Small Caps Soar: 3 Russell 2000 Stocks Doubling Investor Wealth In 2024
- 小盤股猛漲：2024年3只羅素2000股票使投資者財富翻倍
Don't miss the opportunity to dominate in a volatile market at the Benzinga SmallCAP Conference on Oct. 9-10, 2024, at the Chicago Marriott Downtown Magnificent Mile.
不要錯過2024年10月9日至10日，芝加哥市中心卓越里程萬麗酒店小盤股研討會主賓Benzinga。
Get exclusive access to CEO presentations, 1:1 meetings with investors, and valuable insights from top financial experts. Whether you're a trader, entrepreneur, or investor, this event offers unparalleled opportunities to grow your portfolio and network with industry leaders.
獲得與首席執行官會面、投資者1對1會議以及來自頂尖金融專家的有價值的見解的獨家權限。無論您是交易員、企業家還是投資者，此次活動都爲您提供了與行業領袖建立聯繫及增長投資組合的無與倫比的機會。
Secure your spot and get your tickets today!
立即預訂你的位置並獲取門票！
Photo: IConcept via Shutterstock
圖片：來自Shutterstock的IConcept
譯文內容由第三人軟體翻譯。