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
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, […]
24 Mar 2021
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With the post-COVID economic recovery exceeding expectations, Dion Hershan, Head of Australian Equities, looks at the potential return of cyclical...
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The Rate Debate – Ep36
Episode 36: Tuesday 7th March 2023 How many times can the RBA say “just one more time”? After hiking for...
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