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, […]
09 Nov 2018
Australia grabs clear credit advantage
Phil Strano, Senior Investment Manager at Yarra Capital Management, looks to the US market and explains why current credit market...
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28 Jan 2022
Tim Toohey’s Quarterly Economic Update
When we recorded our December quarter outlook, Tim Toohey’s concluding comment was “to remain cautious on risk assets for a...
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