Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
23 Oct 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan to discuss the current economic landscape, noting a potential shift as rates peak and global interest rates trend downward. He reveals two promising microcap opportunities in mining and explains why he finds the sector attractive, highlighting its perceived value and the return of liquidity.
12 Oct 2018
Short Memories, Anyone For Oil?
We firmly believe that ‘patience’ and ‘temperament’ are competitive advantages for investing. In a world where sound bites, tweets, and...
2 minute read
15 Sep 2017
Yarra sticking with banks
Leading Australian fund manager Yarra Capital Management is favouring banks and certain retailers and steering clear of commercial property and Telstra....
1 minute read
0 Comments