Contango MicroCap portfolio overview
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.
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...
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