The dominant theme right now is low global growth and low interest rates, Simon Conn, Portfolio Manager at Investors Mutual, says this theme is not going away...

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The dominant theme right now is low global growth and low interest rates, Simon Conn, Portfolio Manager at Investors Mutual, says this theme is not going away any time soon. Despite many value investors saying the market is fairly priced Conn continues to find pockets of value in the small cap sector of the Australian market. He is looking for stocks that can grow in their own right and are not just benefiting from current cyclical tailwinds. One specific example that has recently been added to the IML portfolio is Pact Group (ASX:PGH). Conn says that the Company has a track record of steadily increasing top line earnings. Importantly, he also notes that Pact Group has a strong record of acquiring new businesses and running them better than previous management. Conn says The recent M&A thematic will continue and small caps are the likely targets.


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