Australian Investors Podcast Why small cap managers could thrive again – Steve Johnson (Forager)
In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:
- Why small cap managers might have a structural edge again
- The limitations of ETFs and super funds in small cap investing
- Forager’s approach to portfolio changes during market volatility
- Steve’s personal reflections on staying sane and strategic amid uncertainty
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Topics covered
- Why small caps are becoming inefficient again
- The passive investing boom and its unintended side effects
- Portfolio changes driven by valuation vs. macro risks
- How Steve thinks about mental resilience as a fund manager
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