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.
