Expert: Andrew Page - How we can all invest in Aussie small caps (and Bitcoin)

7 snips

Feb 4, 2025

In this enlightening discussion, Andrew Page, Founder of Strawman.com and an expert in small-cap investing, shares his insights on the burgeoning potential of Australian small caps for 2025. He dives into the historical trends of small-cap performance and strategic investing tips. Page also reveals his evolving perspective on Bitcoin, highlighting its role as a revolutionary form of money rather than just an investment. He emphasizes the significance of thorough research and maintaining belief in one’s investment choices amidst market fluctuations.

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ADVICE

Market Predictions

Be wary of market predictions, as they are often marketing tactics and unreliable.
Focus on long-term strategies rather than short-term market forecasts.

ADVICE

Small Cap Investing

Be selective when investing in small caps; don't just buy an index.
Many small caps are speculative and might not offer better returns than broader indices.

ADVICE

Choosing Fund Managers

Thoroughly research small-cap fund managers before investing, just as you would a company.
Look for managers with a multi-year track record of outperformance and significant personal investment in the fund.

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Have a look at the predictions for 2025 from the large financial institutions and one prediction is repeated over and over again: this year is the year small caps outperform.

But here's the thing - look back in previous years and this isn't the first time that prediction has been made.

So on today's episode of Equity Mates Investing, we speak to one of our favourite small cap investors, Andrew Page of Strawman.com, about the possibilities in small caps in 2025.

In the second half of the episode, we also touch on Andrew's changing view on Bitcoin and how he fits it into his portfolio today.

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