Equity Mates Investing Podcast Buy or Sell: Ally Selby with Jess Farr-Jones
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Sep 29, 2025 Jess Farr-Jones, a Portfolio Manager at Regal Funds Management, shares her insights into emerging companies and market trends. She discusses the bullish outlook for small and micro-cap stocks, emphasizing quality and earnings growth in her investment strategy. Jess reflects on recent high-profile failures and the lessons learned from them, while also sharing her picks in fintech, AI, and healthcare sectors. Notably, she highlights the potential of the upcoming IPO Karma and names AI infrastructure as a major long-term investment theme.
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Small Caps Are Compelling Today
- Jess Farr-Jones is bullish on small caps due to attractive PEG ratios and earnings growth potential.
- She highlights rate cuts and improving breadth as supportive for further small-cap gains.
Buy Quality And Prioritise Earnings Growth
- Focus on high-quality companies with durable moats rather than trying to pick bottoms or turnarounds.
- Pay fair prices and prioritise long-term earnings growth over short-term multiple plays.
Lessons From SETI And Opthia Losses
- Regal experienced big drawdowns in stocks like SETI due to simultaneous industry shocks and tariff changes.
- Jess learned the business was more cyclical and margin sensitive than expected, affecting sizing decisions.
