Joel Fleming: Three smaller cap ‘buys’

17 May 2024

Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghan from ausbiz to share his observations of the current landscape in microcap investing, touching on the potential for earnings multiple expansions and the outlook as the macro noise quietens. Joel also reflects on the liekly period ahead as moderating inflation keeps interest rate cuts on the […]

Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghan from ausbiz to share his observations of the current landscape in microcap investing, touching on the potential for earnings multiple expansions and the outlook as the macro noise quietens. Joel also reflects on the liekly period ahead as moderating inflation keeps interest rate cuts on the horizon.

Watch here.