Relative Return: Dissecting the Australian small caps market
In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period.
Listen as they discuss:
- How inefficiencies and information advantages present in small caps provide a fertile ground for generating alpha.
- The changing Australian small caps landscape, from the quality of stock composition to the emergence of a robust technology sector.
- The growing importance of ESG considerations in driving better risk-adjusted returns.
- Why 2024 marks an opportune time for investors to consider small caps.
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