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The ‘thrill of the chase’ in the small cap space

Small caps are coming back from a tough year, while opportunities abound in the IPO market and founder-led businesses according to Ausbil small and microcap portfolio manager Arden Jennings. 

Staff Writer | 14th Aug 2023 | More
Process over performance with high conviction: Claremont Global’s Bob Desmond

Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world, Claremont Global’s Bob Desmond said at the Inside Network’s recent Investment Leaders Forum. It just requires thinking through the noise and understanding a company’s culture.

Lisa Uhlman | 14th Aug 2023 | More
  • Post-zero rate lending market opens the path for non-bank lenders

    Despite facing rising interest rates, a higher cost of capital and concerns about their borrowing base, non-bank lenders have made their place in the Australian economy in moments like this, when funding is needed and otherwise hard to get, says Thinktank’s Jonathan Street.

    Lisa Uhlman | 9th Aug 2023 | More
    Patience pays off as ethical, growth weightings shine amid volatility

    Investing in quality takes patience, as does investing sustainably. The convergence plays well for those looking to build a portfolio with ESG parameters, something Australian Ethical believes will benefit from net-zero tailwinds in the future.

    Drew Meredith | 7th Aug 2023 | More
  • HMC Capital eyes $10b AUM by 2025 with new funds, new pipelines

    David Di Pilla’s group made its bones flipping unloved real assets into a sprawling network of essential retail centres. Now HMC Capital is leaning into its public/private hybrid style of management and eyeing off investment in a host of sectors.

    Tahn Sharpe | 7th Aug 2023 | More
    Beware the ‘aggressive optimism’ around overvalued tech stocks: Atrium

    Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment’s Brendan Paul warns that Nvidia’s astronomical valuation may have tipped the balance.

    Tahn Sharpe | 28th Jul 2023 | More
    Clarity of purpose is what we want to see in borrowers: Epsilon

    The mid-market private manager’s co-founding partner, Mick Wright-Smith, expounds on the biggest red flag borrowers can wave, as well as the lending advice he’d like to give to his younger self.

    Tahn Sharpe | 27th Jul 2023 | More
    ‘Opaque’ private credit purveyors add value, but quality is key: Mason Stevens

    The proliferation of private credit providers in recent years is a boon for investors, explains Andrew Ash from Mason Stevens. But the attraction of diversification and returns comes with several caveats that investors should consider.

    Tahn Sharpe | 24th Jul 2023 | More
    Rate hikes and mortgage stress will lead to increase in distressed selling: Analysts

    Rate hikes are causing anxiety for Australian mortgage holders, with new research showing seven out of 10 worry about missing repayments. As large numbers of fixed-rate mortgages expire, analysts say distressed property selling is likely to pick up from its thus-far benign levels.

    Nicki Bourlioufas | 20th Jul 2023 | More
  • Rosy outlook for corporate earnings may turn out grey

    Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile, markets are still not fully pricing in the high risk of recession, some analysts say.

    Nicki Bourlioufas | 20th Jul 2023 | More
    June shakeup for most-traded ASX stocks; tech boom driving US gains

    After a three-month run as the most-traded ASX stock on Selfwealth’s platform, Neuron Pharmaceuticals ceded its spot to CBA in June as healthcare, mining and banking stocks jostled for investors’ attention.

    Lisa Uhlman | 17th Jul 2023 | More
    An abundance of value, or is the market just presenting more value traps?

    High payout ratios and non-cyclical price falls are some of the red flags investors need to be wary of. A selection of portfolio managers reveal what they look out for, and try to avoid, when hunting for value stocks.

    Nicki Bourlioufas | 13th Jul 2023 | More
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