Michael Steele, Co-Portfolio Manager of Small Cap Equities, joins Andrew Geoghegan on ausbiz to discuss the year-to-date performance of Australian small caps. He highlights one essential resource experiencing strong demand and offering attractive valuations, and touches on a healthcare company that he believes is well-positioned for growth through AI advancements and recent acquisitions.
25 Oct 2024
Michael Steele joins ausbiz to discuss where he's seeing compelling value in Australian small caps.
09 Apr 2020
Tim Toohey speaks with The Business
Tim Toohey, Head and Macro and Strategy at Yarra Capital Management, speaks with Rachel Pupazzoni from ABC’s The Business, Australia’s leading...
1 minute read
05 Mar 2018
The Boat Owner’s Impasse
Dion Hershan, Managing Director and Head of Australian Equities, provides his observations from an eventful February 2018 reporting season. I...
3 minute read
0 Comments