Michael Steele, Small Caps Co-Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to discuss the potential outlook for small cap stocks particularly those in the mining sector. Amidst current macroeconomic uncertainty and depressed share prices, he sights an opportunity to invest in these lower tier stocks.
20 Oct 2023
Michael Steele, Small Caps Co-Portfolio Manager, sits down with Ausbiz’s Andrew Geoghegan to discuss the potential outlook for small cap stocks particularly those in the mining sector. Amidst current macroeconomic uncertainty and depressed share prices, he sights an opportunity to invest in these lower tier stocks.
25 Nov 2019
Why we invested in David Jones debt deal
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, details why David Jones’ recent debt deal offers compelling value...
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Marcus Ryan: Are Retail A-REITs finally on sale?
In this latest insights piece, Marcus Ryan, Deputy Portfolio Manager, details why appealing A-REIT opportunities are now beginning to emerge...
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