There's been a marked divergence within the small cap market as investors have flocked to a relatively narrow set of growth stocks, driving them to elevated...

Pendal Group

Pendal Group

There's been a marked divergence within the small cap market as investors have flocked to a relatively narrow set of growth stocks, driving them to elevated valuations. This has created opportunities elsewhere in the market where good quality companies with strong management and cash flow are available. Factors such as niche products, robust franchises or compelling turnaround stories are catching the eye. Opportunities seem to be more abundant in the Consumer Discretionary stocks and Diversified Industrials - particularly Diversified Industrials not totally reliant on the mining industry. Read more here (VIEW LINK)


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At Pendal Group, our vision is to combine the benefits of our strong institutional foundation and performance-focused culture with a multi-boutique specialist investment approach. We believe this approach firmly positions Pendal to achieve...

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