Relative Return: Flying the flag for small caps
In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the “perfect time” to go into small caps.
Listen as they discuss:
- Why small caps are due for a comeback.
- Learnings from a volatile two years.
- Dialling up high-conviction positions in the portfolio.
- Having a bias to founder-led companies.
- His transition to funds management from accountancy.
AUTHOR
Laura Dew
Recommended for you
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year.
Join us for a special episode of Relative Return Unplugged as hosts Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals for financial advice.
In this special episode of Relative Return Unplugged, we are sharing a discussion between Momentum Media’s Steve Kuper, Major General (Ret’d) Marcus Thompson and AMP chief economist Shane Oliver on the latest economic data and what it means for Australia’s economy and national security.
In this episode of Relative Return Unplugged, co-hosts Maja Garaca Djurdjevic and Keith Ford break down some of the legislation that passed during the government’s last-minute guillotine motion, including the measures to restructure the Reserve Bank into a two-board system.
