Aust Small Caps - The Catalysts for Outperformance
- E2
- 28:29
- November 14th 2024
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
Mont Wealth - "Pizz-Spectives"
Mont Wealth Advisors founder Rob Pizzichetta offers his "Pizz-Spectives" covering a range of subjects from investment and superannuation strategies, interviews with top fund managers, and discussing the latest investment and economic trends.
At Mont Wealth, we provide personalised financial investment advice tailored to your unique wealth goals.
We work collaboratively with your tax advisor to optimise your financial strategy, ensuring your plan aligns seamlessly across all areas.
We discuss what's important to you, providing estate planning guidance to secure your legacy.
We undertake comprehensive insurance reviews for effective risk management.
And we review your mortgage to guarantee you have the best possible terms on the market.
While our guidance and insights and perspectives are general in nature, i.e. not taking your personal circumstances into consideration, we recommend you seek financial advice to help you make informed decisions on your path to being financially comfortable. Anyone acting on this advice without seeking financial advice does so at their own risk.