Relative Return: Flying the flag for small caps

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Flying the flag for small caps" was published on February 8, 2024 and runs 19 minutes.

February 8, 2024 ·19m · Wealth Management Podcast Network

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Episode Description

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the "perfect time" to go into small caps.

Listen as they discuss:

Why small caps are due for a comeback.
Learnings from a volatile two years.
Dialling up high-conviction positions in the portfolio.
Having a bias to founder-led companies.
His transition to funds management from accountancy.

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