Michael Steele, Co-Portfolio Manager of Small Cap Equities, recently joined Andrew Geoghegan on ausbiz to discuss the year-to-date (YTD) performance of Australian small caps. He highlighted one essential resource experiencing strong demand and offering attractive valuations, and also touched on a healthcare company that he believes is well-positioned for growth through AI advancements and recent acquisitions.
25 Oct 2024
Michael Steele, Co-Portfolio Manager of Small Cap Equities, recently joined Andrew Geoghegan on ausbiz to discuss the year-to-date (YTD) performance of Australian small caps. He highlighted one essential resource experiencing strong demand and offering attractive valuations, and also touched on a healthcare company that he believes is well-positioned for growth through AI advancements and recent […]
04 Dec 2023
Microcaps: Copper a key piece of the puzzle
Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to talk through the current conditions facing the Australian...
1 minute read
18 Jan 2019
Strong social outcomes matter
Incorporation of environmental, social and governance (ESG) analysis into investment processes represents arguably the largest advance in investor thinking of...
1 minute read
0 Comments