We’re Buying Small-Cap Stocks, Says Stonehorn's Le Cornu

The video discusses the current market rotation, focusing on valuations and the end of momentum stocks. It highlights the structural growth in China, emphasizing the growing middle class and investment opportunities. The speaker explains their strategy of investing in small caps, noting the potential for earnings growth and the importance of long-term patient capital. They also mention the challenges faced by tech and internet stocks, particularly Chinese ADRs, and the need to remain disciplined in investment decisions.

What is the speaker's perspective on the current sell-off in the market?

In what ways does the speaker suggest being creative in investment strategies?