Small caps have shown strong momentum since mid‑2025, with improving fundamentals and expanding opportunity. Nathan Moser of Impax joins Asset TV to explore the drivers behind this strength in 2026 and where he sees the most compelling potential ahead.
In this 4-minute video, Impax Small Cap Fund portfolio manager Nathan Moser shares timely insights on market movement, what sets the Fund apart, and his outlook for rates and M&A.
Investments involve risk, including potential loss of principal.
RISKS: Equity investments are subject to market fluctuations, the fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Emerging market and international investments involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principles, economic or political instability in other nations or increased volatility and lower trading volume. The Fund is actively managed. The investment techniques and decisions of the investment adviser and the Fund’s portfolio manager(s), including the investment adviser’s assessment of a company’s ESG (Environmental, Social and Governance) profile when selecting investments for the Fund, may not produce the desired results and may adversely impact the Fund’s performance, including relative to other Funds that do not consider ESG factors or come to different conclusions regarding such factors.
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Impax Funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services is not affiliated with Impax Asset Management.