Aug 28th, 2025

Walewski: European Small Caps Out Performance Has Legs

Alken Asset Management Founder Nicolas Walewski says EU small caps have had robust earning growth and are trading at a significant discount. "We have strong resilience because only 11-12% of revenues on small caps are exposed to the US, compared to around 24% for large caps," Walewski said. He spoke on "The Opening Trade" on Bloomberg TV on August 25.