Beyond the ASX 50: The Case for Small(er) Caps

In this episode, host Darren Connolly speaks with Robert Miller of NAOS Asset Management about the compelling case for Australian small-cap investing. Robert explains why tomorrow's large-cap leaders are often hiding in today's under-researched small-cap universe — offering growth, multiple expansion, and sector diversity that the bank-and-mining-dominated top-end of town can't provide. Robert walks through NAOS’ investment process, how passive investing is creating mispricing opportunities, and high-conviction themes including AI-resilient enterprise software, and the Brisbane 2032 Olympic infrastructure build-up. Essential viewing for investors looking for high-conviction exposure beyond the crowded index. For more information on NAOS Asset Management: https://www.investmentmarkets.com.au/company/naos-asset-management-660385b75af21b0012e9425b Want to learn more: https://www.investmentmarkets.com.au/ Disclaimer These podcasts are for informational and promotional purposes only. Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice. No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity. All securities and financial products involve risks. Past performance of any product is not a reliable indication of future performance. Read carefully the governing documents of a product’s offering such as its PDS, TMD or information memorandum. InvestmentMarkets does not vet, endorse or recommend any product that is the subject of these podcasts and is only facilitating the exposure of the product. These podcasts were made at a particular date in time and therefore relevant facts, the economic environment, governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.