Michael Steele, Co-Portfolio Manager of Small Cap Equities at Yarra Capital Management, sits down with Nadine Blayney at ausbiz to discuss trends in the small cap market, providing his optimistic view on the small cap financials and his team’s affection for investing in founder-led businesses. Michael details one stock in his portfolio which is founder-led, has a 22-year track record, strong balance sheet and trades at an attractive valuation.
28 Jun 2024
09 Oct 2023
Joel Fleming: Microcap stock picks
Joel Fleming, Microcaps Portfolio Manager, sat down with ausbiz’s Andrew Geoghegan to discuss the microcaps market and why it presents...
1 minute read
11 Sep 2018
Private Hospital Groups face painful rehabilitation
Phil Strano, Senior Investment Manager at Yarra Capital Management, explains why the credit profiles of Australia’s major private operators could...
3 minute read
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