EPISODE · Jul 17, 2026 · 46 MIN
3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
from The Rules of Investing · host Livewire Markets
Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process.
What this episode covers
Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process.
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3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends
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