Hello and welcome to the rules of investing, brought to you by Livewire Markets. I’m your host David Thornton.
A year ago I sat down with Oscar Oberg, lead portfolio manager at Wilson Asset Management. His thesis then was that small caps were beaten down and due some mean reversion.
Alas, small caps haven’t done much since then, with the Small Ords returning 3.91%. Yet Oscar’s thesis also remains unchanged. In fact, it’s gotten stronger!
Not only is he positioning for a rebound in smalls and microcaps, he’s doing it with overweight exposure to consumer discretionary, a sector that has been tarred and feathered by today’s macroeconomic landscape of high inflation and high rates. As Oscar puts it, “there’s no mean reversion without consumer discretionary.”
In the upcoming episode, Oscar lays out this thesis and the companies that make it up. He also discusses the relationship between the tech rally and small caps, generating return with short-term tactical trades, how he deals with low liquidity, and the primed aged care stock currently under takeover.
Here’s a taste of what you can expect.
Location & Timing: The rules of property investing
Making money from market falls
Investing through uncertainty
The Rules of Investing: The virus that affects all assets
The Rules of Investing: A bright future for growth investing
The Rules of Investing: Navigating the late cycle with Paul Moore
The Rules of Investing: Feast and Famine with Allan Gray
The Rules of Investing: How Alex Waislitz uncovers hidden gems
The Rules of Investing: Is Value Dead?
The Rules of Investing: Geoff Wilson and his love affair with LICs
The Rules of Investing: The Age of Longevity
The Rules of Investing: Peter Cooper’s next big idea
The Rules of Investing: Investing in a world of rising rates
The Rules of Investing: The Dividend Dilemma
The Rules of Investing - Global tech giants
The Rules of Investing: A housing correction, or a crash?
The Rules of Investing: The VC's perspective
The Rules of Investing: Bitcoin - The best bull market in finance
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