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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.
US Equities Masterclass | October 2025
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Learning: Structured
Has the US equity rally stalled? Leading investors reveal where genuine opportunities lie: small-cap earnings revival, ignored dividends, and the next wave of growth in industrials and AI 'picks-and-shovels' suppliers.
Speakers:
- Bill Hench, Head of Small Cap Team and Portfolio Manager, First Eagle Investments
- Oren Shiran, Portfolio Manager/Analyst, Lazard Asset Management
- Julie Dickson, Investment Director, Capital Group
Learning outcomes:
- The investment opportunities in US equities outside of the Magnificent Seven
- The outlook for AI and Capex spend
- The opportunities for value and small cap investors
