Relative Return: Flying the flag for small caps

Podcast Relative Return

8 February 2024
| By Laura Dew |
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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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