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, […]
16 Feb 2024
Joel Fleming: Three microcap stocks to watch this reporting season
Joel Fleming, Microcaps Portfolio Manager, sits down with Ausbiz’s Juliette Saly to talk through some of his early observations from...
1 minute read
29 May 2019
Don’t Look Down!
As financial markets grind up (or on some exchanges ‘melt up’), it’s worth pausing to dispassionately re-evaluate fundamentals. While the...
3 minute read
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