Joel Fleming, Microcaps Portfolio Manager, catches up with Andrew Goeghan from ausbiz to provide his early observations on the February 2025 reporting period. He explains some of the attributes he’s looking for in investee companies, and details two microcaps he believes are well placed for the period ahead.
21 Feb 2025
Joel Fleming, Microcaps Portfolio Manager, catches up with ausbiz to provide his early observations on the February 2025 reporting period and detail two microcaps he believes are well placed for the period ahead.
28 Feb 2024
Tim Toohey: What’s driving the surge in emerging market demand?
Emerging market economies have accelerated strongly from their cyclical trough in mid-2023. Normally, such a rise would be greeted with...
7 minute read
09 Mar 2017
Cutting into the bone
Companies frequently talk about taking out costs, boosting productivity and just simply removing ‘fat’ and avoiding ‘cutting into the bone’....
2 minute read
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