Relative Return: Dissecting the Australian small caps market
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--GmdgNIvg--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/philip-hudak-maple-brown-abbott-mm_i6ofsg.jpg?itok=YC6dB1yW)
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--GmdgNIvg--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/philip-hudak-maple-brown-abbott-mm_i6ofsg.jpg?itok=YC6dB1yW)
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.
Recommended for you
In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts.
In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement.
In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities.
In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds.
Add new comment