global small caps

...and the stock the team felt it had no right to make money on (but did).

The flagship fund at Fairlight Asset Management has had a strong 12 months. Partner and PM Nick Cregan shares how they did it.

The lure of growth has attracted local investors to Australian small caps, yet the performance of the asset class is a mystery. Australian small companies have...

Early starts, ground-level meetings, and Peter Lynch are the secrets to this small-cap investor's approach.

Yes, yes, I get they are cheap. But when, if ever, will small caps start working? Midway through what’s looking like another year of small-cap underperformance, that’s...

---------- TRANSCRIPTION The Pengana Global Small Companies Fund team has specialised in investing in the small-cap universe for over 15 years, constructing...

Sometimes, the best opportunities are at the small end of the market.

Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are also inadequately analysed and inefficiently priced....

Last year was one the worst on record for global stock markets. Yet the MSCI World Index has returned to levels that can hardly be described as cheap, trading at...

In the latest episode of Stocks Neat, which is our final episode of 2022, Gareth and I discuss small cap stocks and why they might be an interesting place to be...

2022 has been a rocky year for the majority of investment asset classes. One area that has had it particularly rough is the smaller end of the share market. Across...

Many investors are interested in investing in smaller companies – especially ones that might eventually become bigger companies. Many smaller companies are in the...

When it comes to investing in the stock market, we live by the rule that time is more important than timing. If you own a business long enough, your investment returns...

Liquidity is a fair-weather friend. It's there for the good times, but absent without leave when market volatility hits. For Chris Wallis, CIO at Vaughan Nelson...

In 2020, 35% of Australians held shares directly, with a quarter of investors buying shares for the first time in the past two years. But while many of us own...

Backed by recoveries of the past, international small-caps grounded in the quality factor are likely to be beneficiaries of a slow growth, post-recession...

Earnings come in cycles but rarely do those numbers come into the post-maturity stage of a business cycle like the one we are witnessing right now. As 2021 turned to...

We recently pressed some of the country's finest fund managers to name one peer (or competitor) that they would be happy to invest their own savings with, if not their...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...