January 26, 2026
2026 Outlook with Alex Sasso, CFA, NCM Income Growth Class and NCM Small Companies Class
Alex explores the powerful role smaller companies can play in a diversified portfolio, highlighting their growth potential, continued M&A activity, and long-term opportunity. He reflects on the market environment of 2025 and shares how he’s positioning for what he expects in 2026.
“The great thing about these [funds] is that many of their investments are really niche companies that don't tend to trade purely on macro themes, and instead trade on company-specific growth and opportunities. Very few other asset classes give you these kind of opportunities.”
Disclaimer:
The information in this video is current as of January 9, 2026 but is subject to change. The contents of this video (including facts, opinions, descriptions of or references to, products or securities) are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. The communication may contain forward-looking statements which are not guarantees of future performance. Forward-looking statements involve inherent risk and uncertainties, so it is possible that predictions, forecasts, projections and other forward-looking statements will not be achieved. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Author
Alex Sasso, CFA
Chief Executive Officer and Portfolio Manager of NCM Small Companies Class and NCM Income Growth Class.