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
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Wary on High-Yield and Private Debt
Phil Strano, Portfolio Manager of the Yarra Higher Income Fund, details why investment grade credit appears well placed to outperform...
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Michael Steele: Buying opportunities emerge
Michael Steele, co-Portfolio Manager of the Yarra Australian Smaller Companies Strategy, sits down with ausbiz to talk small caps, giving...
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