Selecting High-Quality, Resilient Companies in an Era of Market Uncertainty (Mid & Small Caps)
In 2025 to date, equity markets have experienced significant volatility. This turbulence underscores the critical role of high-quality, resilient companies in a well-constructed investment portfolio. Such companies, characterised by low volatility, stable earnings and defensive business models, serve as anchors during market storms, preserving capital and delivering consistent returns.
Contact Asset Management takes a long-term and quality-first approach to investing. In this Contact Insights piece, we discuss three small/mid cap investments to highlight the resilience we have identified. These businesses should provide stability when market sentiment sours. Moreover, their resilience positions them to capitalize on recovery phases, as seen in historical rebounds following market corrections.
