The Rules of Investing: Finding opportunities in unusual places
We all know that big caps are growth-constrained and mid and small caps are where you find the real opportunities in the market. For example, a2 Milk has seen its share price jump more than 20 times in three years to give it an $8 billion market cap, taking it from a small cap to one of the 50 biggest companies on the ASX. Awareness in the market that global stocks present a better opportunity is now reaching tipping point, so in this week’s podcast we chat with global mid-cap specialist, Arik Star who's the Portfolio Manager of Ellerston Global Investments. We discuss how he finds opportunities by looking for companies going through periods of change, how they profited from the recent spike in volatility, and the $21 billion opportunity for content creators.
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