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Four key themes in small caps

22 Sep 2021

Katie Hudson, Head of Australian Equities Research and Small Caps Portfolio Manager, sits down with ausbiz’s Nadine Blayney to detail some of the key themes impacting the Australian small cap sector. During the session, Katie and Nadine discuss: The differences between Australian lockdowns in 2021 and 2020; Inflation in small caps; M&A activity; and Corporate […]

Katie Hudson, Head of Australian Equities Research and Small Caps Portfolio Manager, sits down with ausbiz’s Nadine Blayney to detail some of the key themes impacting the Australian small cap sector.

During the session, Katie and Nadine discuss:

  • The differences between Australian lockdowns in 2021 and 2020;
  • Inflation in small caps;
  • M&A activity; and
  • Corporate over-earners

23 Oct 2024

Joel Fleming: Mining is moving these microcaps

Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift...

1 minute read

Joel Fleming: Mining is moving these microcaps

10 Aug 2018

Back long-term behaviours

Phil Strano, Senior Investment Manager at Yarra Capital Management, explains how the balanced scorecard approach can be used to assess...

2 minute read

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