• Aust Small Caps - The Catalysts for Outperformance

  • 2024/11/14
  • 再生時間： 28 分
  • ポッドキャスト

Aust Small Caps - The Catalysts for Outperformance

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  • サマリー

  • Join us as Matt Griffin, co-portfolio manager of Maple Brown Abbott's Australian Small Companies Fund, shares his insights into the under-appreciated asset class of Australian small companies.

    In this session, Matt highlights key catalysts for small cap outperformance, debunks myths surrounding their dependency on the Australian economy, and discusses the advantages of active small cap management.

    Gain valuable knowledge on the industry's maturation, investment themes like demographics and gold, and crucial risk management strategies. Whether you're already tuned in or listening later, your questions and engagement are encouraged!

    00:00 Welcome and Introduction

    00:36 Understanding Australian Small Companies

    01:01 Matt Griffin's Background and Experience

    03:12 Market Cycles and Small Cap Performance

    05:15 Earnings and Share Prices

    09:53 Active Management in Small Caps

    13:04 Sector Weights and Diversification

    18:26 Investment Themes and Strategies

    25:44 Performance and Risk Management

    27:31 Summary and Conclusion
    続きを読む 一部表示

あらすじ・解説

Join us as Matt Griffin, co-portfolio manager of Maple Brown Abbott's Australian Small Companies Fund, shares his insights into the under-appreciated asset class of Australian small companies.

In this session, Matt highlights key catalysts for small cap outperformance, debunks myths surrounding their dependency on the Australian economy, and discusses the advantages of active small cap management.

Gain valuable knowledge on the industry's maturation, investment themes like demographics and gold, and crucial risk management strategies. Whether you're already tuned in or listening later, your questions and engagement are encouraged!

00:00 Welcome and Introduction

00:36 Understanding Australian Small Companies

01:01 Matt Griffin's Background and Experience

03:12 Market Cycles and Small Cap Performance

05:15 Earnings and Share Prices

09:53 Active Management in Small Caps

13:04 Sector Weights and Diversification

18:26 Investment Themes and Strategies

25:44 Performance and Risk Management

27:31 Summary and Conclusion
続きを読む 一部表示

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