Ensombl Advice Australia
Investment Podcast #20 - Australian Small Caps
Nov 24, 2024
Phillip Hudak, Co-Portfolio Manager at Maple Brown Abbott, brings over 15 years of experience in small caps, while Noah Kaplan, Associate Portfolio Manager at Morningstar, specializes in quantitative strategies. They dive into the recent underperformance of Australian small caps compared to large caps, highlighting the unique opportunities within active management. The conversation explores market drivers, the influence of global economic trends, and critical sectors like resources and technology. They also discuss risk management strategies and the benefits of proactive investing in this fluctuating landscape.
42:00
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Quick takeaways
- Australian small caps have underperformed large caps, but active management can uncover opportunities for significant outperformance.
- Understanding economic indicators is crucial for financial advisors to strategically adjust small-cap exposure in investment portfolios.
Deep dives
The Landscape of Australian Small Caps
Australian small-cap companies are often viewed as alternatives to mainstream larger companies. These small caps have a historical presence in the portfolios of many Australian investors, particularly during times of market volatility. Investing in small caps requires an understanding of the market cycle, as conditions can greatly impact performance. The conversation emphasizes the need for financial advisors to identify the right time to increase or decrease exposure to small-cap investments based on economic indicators.
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