Relative Return: Flying the flag for small caps
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--tSJhrEIH--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/andrew-peros-ausbil-mm_wgadwj.jpg?itok=HhpCHbeZ)
![image](https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/s--tSJhrEIH--/c_fill%2Cf_webp%2Cg_center%2Ch_480%2Cw_855/v1/Money%20Management/andrew-peros-ausbil-mm_wgadwj.jpg?itok=HhpCHbeZ)
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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