small caps

Andrew Mouchacca

Active management has successfully delivered alpha from Australian small companies over the long-term. Further, in periods when the dispersion of stock returns within the benchmark has been high, the median manager has delivered strong alpha. However, the ability to outperform the benchmark in periods of low returns dispersion (as has... Show More

Andrew Smith

This time last year, we nominated a high conviction small cap for Livewire in an out-of-favour sector, healthcare. One of our preferred exposures was Integrated Diagnostics (ASX: IDX). Pleasingly, developments since have either delivered on our expectations or exceeded them resulting in the share price being up 41% at the... Show More

Equities
Livewire Exclusive

Financials are deeply unpopular given the fallout from the Royal Banking Commission, pending legal actions and the prospect of being a political football into the 2019 election. So why is Aberdeen Standard Investments overweight financials in their small cap strategy? We sat down with Natalie Tam to find out. Capital... Show More