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
22 Nov 2022
APRA’s ‘Uneconomic’ Refinancings: Own Goal in the Making
With the RBA continuing to stoke market volatility as it ratchets interest rates higher, it seems APRA, Australia’s other financial...
4 minute read
03 Jul 2020
Australian housing: it pays to be conservative
The COVID-19 pandemic and subsequent economic downturn has provided resets to valuations across most asset classes. In this note, Phil...
3 minute read
0 Comments