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In this month’s episode of WealthDFM Talk, our last one for 2025, Matt Williams and Sue Whitbread turn their attention to the other side of the Atlantic by discussing US small caps, a sector that’s struggled to keep up in recent years but may now be showing signs of opportunity.

With the AI revolution rolling out at speed and valuations looking increasingly attractive, could now be the time for investors to rediscover US small caps?

To help answer that question, we’re joined by Dan Scott Lintott, Investment Analyst at De Lisle Partners, who shares his insights on what makes a compelling small-cap investment, how AI could reshape the landscape, and his outlook for the US market as we head towards 2026.

Episode highlights:

The current environment for US small caps – and why they may be due a reappraisal
What Dan looks for in a US small-cap company, from fundamentals to valuation discipline
How AI adoption could create new opportunities in smaller US companies
Dan’s outlook for the US economy and markets heading into 2026

Podcast #5: Could AI facilitate a comeback for US small caps? With De Lisle Partners' Dan Scott Lintott