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.
19 Feb 2018
End of Beta in Corporate Credit?
By and large, the decade post-crisis (2008-18) was characterised by central bank liquidity, low volatility and beta rather than alpha...
3 minute read
09 Oct 2020
Return of the A$ corporate hybrid market
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, looks at the current state of the Australian corporate hybrid...
3 minute read
0 Comments