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Relative Return: Dissecting the Australian small caps market

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Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period.

Listen as they discuss:

  • How inefficiencies and information advantages present in small caps provide a fertile ground for generating alpha.
  • The changing Australian small caps landscape, from the quality of stock composition to the emergence of a robust technology sector.
  • The growing importance of ESG considerations in driving better risk-adjusted returns.
  • Why 2024 marks an opportune time for investors to consider small caps.
  continue reading

209 episode

Artwork
iconBagikan
 
Manage episode 410625388 series 2774996
Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period.

Listen as they discuss:

  • How inefficiencies and information advantages present in small caps provide a fertile ground for generating alpha.
  • The changing Australian small caps landscape, from the quality of stock composition to the emergence of a robust technology sector.
  • The growing importance of ESG considerations in driving better risk-adjusted returns.
  • Why 2024 marks an opportune time for investors to consider small caps.
  continue reading

209 episode

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