Joel Fleming, Microcaps Portfolio Manager, Yarra Capital Management, sits down with Andrew Geoghegan to share his views on the recent downturn in global markets, the opportunities in the small and micro-cap space and the potential for growth in the shares of the Global Data Centers (ASX:GDC) and Race Technology (ASX:RTH).
19 Jul 2024
Joel Fleming, Microcaps Portfolio Manager, Yarra Capital Management, sits down with Andrew Geoghegan to share his views on the recent downturn in global markets, the opportunities in the small and micro-cap space and the potential for growth in the shares of the Global Data Centers (ASX:GDC) and Race Technology (ASX:RTH).
21 Aug 2025
Phil Strano: Australia’s Moment?
The global credit market is being quietly but fundamentally re-priced. According to Phil Strano (Head of Australian Credit Research), there...
6 minute read
29 Jan 2020
Value in Contrarian Credit
Phil Strano, Portfolio Manager of the Yarra Absolute Credit Strategy, provides an update on why he’s comfortable with his fund’s...
3 minute read
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