Contango MicroCap portfolio overview
Contango Asset Management
Contango Asset Management has recently concluded a national investor roadshow. As part of the roadshow members of the Contango investment team shared their insights into the current market and how they are going about portfolio construction across large, mid and micro cap equities. In this video Bill Laister discusses the opportunity of investing in micro caps and talks through a number of stock specific examples.
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Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on market conditions. We undertake detailed analysis of economic and industry trends to assist us in identifying sector themes, such as the China induced demand for commodities. Our in depth company research enables us to identify those companies that have the strategies, management capabilities and business environment to deliver superior returns.
2 topics
Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
Contango Asset Management
Fund Manager
Contango uses a combination of top down and bottom up analysis to identify the most attractive investment opportunities in the Australian share market. Contango's Business Cycle approach enables us to shift between growth and value depending on...
Expertise
No areas of expertise
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