Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan from ausbiz and expresses a positive outlook on the market following Guzman and Gomez’s (ASX:GYG) successful debut on the ASX. Drawing attention to the immediate jump in the stock, he observes that this suggests a strong demand for fresh ideas as people seek out new investment opportunities. Joel argues that the healthy level of retail participation on Guzman’s first day of trading is a promising sign for the market.
24 Jun 2024
Joel Fleming, Microcaps Portfolio Manager, sits down with Andrew Geoghegan from ausbiz and expresses a positive outlook on the market following Guzman and Gomez’s (ASX:GYG) successful debut on the ASX. Drawing attention to the immediate jump in the stock, he observes that this suggests a strong demand for fresh ideas as people seek out new […]
17 Jun 2021
Value in the eye of the (credit) beholder
For Phil Strano, Portfolio Manager of the Yarra Absolute Credit Fund, understanding a security’s structure is paramount to value assessment and...
4 minute read
31 May 2019
RMBS Diamonds in the Rough
We have been cautious on Residential Mortgage-Backed Securities (RMBS) for some time due to weakening fundamentals, including tightening spreads and...
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