Connor Browne’s Valuation Gap Picks: FLEX, AMG

Connor Browne thinks valuation dispersion between large caps and small & mid caps remains wide and creates opportunities to own high-quality businesses that haven’t been re-rated yet. He also thinks small and mid caps could be favored this year as investors begin to choose value over growth. Some of his picks include Flex Ltd (FLEX) and Affiliated Managers Group (AMG).

The Watch List

12 Jan 2026

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