Sep 29, 2026, 11:02 AMMarkets
Brandon Nelson Targets Financial Apps in 2027 Small-Cap Bet
Calamos manager Brandon Nelson's four-star fund is betting on financial-services apps and expects small caps to roar in 2027, but details are limited.
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Summary
MarketWatch reported on September 29, 2026, that Calamos Investments manager Brandon Nelson expects small-cap stocks to rise sharply in 2027. Nelson’s four-star fund is betting on financial-services apps, and the article’s title says he offered two stock picks.
The limited feed did not identify the fund, the two companies or their tickers, and provided no position sizes, performance figures, valuations or detailed rationale. The full article could not be extracted, preventing further assessment of the selections or thesis.
Positives
- Brandon Nelson expects small-cap stocks to rise sharply in 2027, establishing a clear bullish time horizon.
- Nelson’s four-star fund is betting on financial-services apps, identifying a specific area of conviction.
- Two stock picks support the small-cap thesis, according to MarketWatch’s title, although the available feed does not name them.
Risks & concerns
- The available summary does not identify either stock pick, leaving investors unable to examine the companies.
- No fund name, position sizes or performance figures were provided in the extracted material.
- No valuation data, company fundamentals or detailed investment rationale were available.
- The full MarketWatch article could not be extracted, materially limiting analysis of Nelson’s thesis.
Primary sourceMarketWatch.com - Top Storieshttps://www.marketwatch.com/story/two-stock-picks-from-a-money-manager-who-expects-small-caps-to-roar-in-2027-70de9c4d?mod=mw_rss_topstories
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