In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the “perfect time” to go into small caps. Listen as they discuss:
Why small caps are due for a comeback. Learnings from a volatile two years. Dialling up high-conviction positions in the portfolio. Having a bias to founder-led companies. His transition to funds management from accountancy.
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Relative Return: Will it be a boom year for Aussie equities? Listen Now
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