Michael Steele, Co-Portfolio Manager of Small Cap Equities, recently joined Andrew Geoghegan on ausbiz to discuss the year-to-date (YTD) performance of Australian small caps. He highlighted one essential resource experiencing strong demand and offering attractive valuations, and also touched on a healthcare company that he believes is well-positioned for growth through AI advancements and recent acquisitions.
25 Oct 2024
Michael Steele, Co-Portfolio Manager of Small Cap Equities, recently joined Andrew Geoghegan on ausbiz to discuss the year-to-date (YTD) performance of Australian small caps. He highlighted one essential resource experiencing strong demand and offering attractive valuations, and also touched on a healthcare company that he believes is well-positioned for growth through AI advancements and recent […]
24 Sep 2018
Banks drive lucrative void in Australian private debt
Phil Strano, Senior Investment Manager at Yarra Capital Management, explains why regulatory change is bringing significant opportunities in the Australian...
2 minute read
09 Apr 2020
How GFC winners are playing it now
Dion Hershan, Anton Tagliaferro, David Pace and Nick Pashias outline how they’re viewing COVID-19 compared to the Global Financial Crisis...
2 minute read
0 Comments