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Three microcap budget winners

29 Mar 2022

Following a large sell off in higher risk parts of the market and the more illiquid part of the small and microcap universe, Joel Fleming, Portfolio Manager of Yarra’s Microcaps Strategy, believes it’s a stock picker’s market. In this interview with Nadine Blayney from ausbiz, Joel details why he’s watching the budget closely and why […]

Following a large sell off in higher risk parts of the market and the more illiquid part of the small and microcap universe, Joel Fleming, Portfolio Manager of Yarra’s Microcaps Strategy, believes it’s a stock picker’s market.

In this interview with Nadine Blayney from ausbiz, Joel details why he’s watching the budget closely and why he’s expecting positive news for the infrastructure and defence sectors.

22 Jan 2021

Searching for income? Help is on its way!

Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, believes Australian credit offers an array of interesting income opportunities. ...

3 minute read

Searching for income? Help is on its way!

14 Sep 2020

Scouring for Microcap COVID winners

Joel Fleming, Microcap Portfolio Manager, looks the August reporting season in the micro cap equities space, where COVID-19 is bringing...

4 minute read

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