The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that could power the sector forward.
Noah Kaplan LinkedIn: https://www.linkedin.com/in/noah-kaplan-10/ Phillip Hudak LinkedIn: https://www.linkedin.com/in/phillip-hudak-cfa-84ab2011b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/
Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241125
Maple-Brown Abbott. Visit our website or follow us on LinkedIn to stay up to date with our investment insights. https://ensombl.com/go/2-20241125
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