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Mail to TCM Small Cap Growth Fund  Form

Mail to TCM Small Cap Growth Fund Form

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you are positive on the S&P 500 I mean on the Russell 2000 you're very bullish on small cap equities for the next two months you say you turned positive on Monday morning they are leading this week uh why so why now so there's a a bunch of reasons so first around the election although the market is certainly uh becoming more optimistic on a trump win I think very little of it is being priced into small cap so when you think about a potential Trump win um and investors are going to look at what to buy I think domestic companies are going to be where people were going to go based on Lower taxes uh beneficiaries of deregulation also would be domestic companies and those that have most leverage to a upswing in the in the economy the second thing is around as people look to 2025 the expected growth rate for small cap is right now 32% now we don't think they're going to grow 32% to be fair in 2025 but that's the current estimate and I think as

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