Opportunities for Small Cap Australian shares
Aug 29, 2023•24 min•Season 1Ep. 49
Episode description
With rising interest rates, everyone is feeling the pain. No matter what sector investors are in - consumer, retail, tech, property - it feels like there is nowhere to hide. In this episode, Simon Shields, Director and co-founder of Monash Investors, joins Rory to delve into the world of small cap Australian shares. First they define small caps and the typical profile of the companies on the ASX that are part of that sector. Then they review some common misconceptions, and explore the benefits and challenges of investing in small caps.
Even though the sector has underperformed over the last 12 months, Simon explains that considering a longer term horizon and aware of the past cycles, it seems to be a good time to invest in this sector. He shares his outlook for small caps, explains how Monash is positioning their portfolio and presents a case study on two of their most successful stocks.
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