The mid-cap gems hiding in plain sight

Bill Pridham

Ellerston Capital

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000 companies in the small-mid universe, some with little to no coverage. As we pointed out in the recent Ellerston roadshow, Amazon and Netflix were both small-mid caps in recent past.

 

In this presentation, we discuss:

  • Why invest in global small-mids?
  • Why we’re “at the cusp of a major technological revolution” that will be “broad based across many industries” – with a market 10x the size of the smartphone market
  • The digital ‘picks and shovels’ that will benefit from the rollout of new technologies
  • Four companies set to benefit from increased data use
  • A UK competitor to Computershare (ASX:CPU) and Link Administration (ASX:LNK) that trades at a 30% discount to its Australian counterparts
  • A company set to benefit from the massive spending by ‘Over The Top’ (OTT) video streaming services such as Netflix, Hulu, and Amazon Prime Video. 

Ellerston Capital Global Investments (ASX:EGI) is a concentrated global mid/small cap portfolio based on high conviction best ideas which is benchmark independent. Providing true diversification to investor’s global equity portfolios. Find out more


1 contributor mentioned

Portfolio Manager
Ellerston Capital

Bill is Co-Portfolio Manager for Ellerston Global. He has over 19 years of financial markets experience, previously working for UBS, MMC Asset Management, QIC and Kira Capital. Bill has a Bachelor of Commerce and is a CFA Charterholder.

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