Ben Griffiths: A bull waiting for these three signs before charging at small caps

The Rules of Investing

Livewire Markets

Global markets are in a world of hurt. This week the Dow Jones Industrial Average nose-dived 1,100 points - its biggest loss since 2020. For all but those with the greatest of risk appetites, it's time to hunker down and weather the volatility storm. 

But the rout won't last forever. As the saying goes, it's always darkest just before the dawn. Being ready for the turn will be key to capturing the growth to come.   

In this episode of Rules of Investing, we're joined by small-cap notable Ben Griffiths , Managing Director and Senior Portfolio Manager at Eley Griffiths Group. 

Ben co-founded Eley Griffiths Group back in 2002 with Brian Eley following a successful career as joint head of small companies at both BT Financial Group and ING Investment Management.

Ben discusses:

  • The mess markets are in today
  • The three signs he's waiting for to know when it's time to start buying.
  • Small cap resources - a sector that can't be ignored when investing in small caps. 

 

This episode was recorded on April 17 2022.

Timestamps:

  • 1:45 - Markets at an inflection point
  • 2:30 - Waiting for go-time for stocks
  • 10:15 - Momentum traps
  • 12:30 - Small cap commodities
  • 17:00 - Fundraising hiatus 
  • 21:30 - Filtering for performance
  • 25:20 - Expanding the mandate into mid caps
  • 31:00 - Cash for buying the dip
  • 34:00 - Favourite questions

Reading Recommendations

Winning on Wall Street. Available on Amazon and Booktopia

Taming the Lion: 100 Secret Strategies for Investing. Available on Amazon and Booktopia

Further analysis

For an in-depth discussion on the stocks Ben likes and doesn't like, check out this article from my colleague Ally Selby. 

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The Rules of Investing is one of Australia's top investing podcasts. We interview the leading investment minds from Australia and overseas to better understand their processes and philosophy. After launching in October 2017, there have been over...

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