Small Caps - Imperfectly perfect

It is imperfection that germinates opportunity. In most circumstances this means we buy in the face of conventional wisdom and for the most part in times of uncertainty and fear. In "Small Talk: Imperfectly perfect" (VIEW LINK) Matthew Booker, Senior Portfolio Manager, Australian Smaller Companies, discusses how this can result in bouts of short to medium term underperformance in the portfolio as investment decisions are typically unfashionable, however in theory should generate a superior outcome over the long term for our clients.


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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and...

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