A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

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A small-cap portfolio manager says these stocks will thrive even in a slow growth environment

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for chip stocks, but he cautioned investors on the volatile nature of these names. “Long term, we do like semiconductors. They go into just about everything,” he said. “I think you cautiously watch, do your due diligence on those names. And see where the right entry point is. You don’t want to buy something too early.” The second pick from Retzler is water metering firm Badger Meter in Wisconsin. He said it’s a utility play that bets on an update cycle every few years. “All of your residential have to meter, and those meters run out over time, and it’s moving more to a digital age, as opposed to the old standard copper,” Retzler said.

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#smallcap #portfolio #manager #stocks #thrive #slow #growth #environment

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