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.

2 topics

1 stock mentioned

Schroders Australia

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...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Sign In or Join Free to comment