If there is one request that we repeatedly receive from our audience, it’s that you want more content on the wonderful, often under-covered world of microcaps.
It makes cents (literally). These stocks usually fly under the radar of the masses, providing diligent investors with the opportunity to invest in mispriced stocks and generate capital growth over the long term.
However, investing in this area of the market comes with its risks. In 2022, the S&P/ASX Emerging Companies Index suffered a brutal blow (it fell 24%), with one Livewire contributor describing it as a "killing field". This year, however, the Index has lifted around 3%, but it hasn't been a tide that has lifted all boats.
So in today's episode, we're joined by microcap expert Jessica Farr-Jones, the portfolio manager of the Regal Emerging Companies Strategy*. She shares why she is feeling bullish about the opportunity in small and micro caps, some of the stocks that have her excited, as well as a deep dive into what small and microcap investors can expect this reporting season.
And yes, if the last name sounds familiar, she’s the daughter of Wallabies great Nick Farr-Jones, who now also works in funds management as a mining specialist.
*Note: This strategy is only available to wholesale investors. However, around 25% of the Regal listed investment trust (ASX: RF1) is exposed to the Emerging Companies Strategy, which investors can access on the ASX.
Christopher Joye: the RBA got it wrong, now it will crush housing, growth and the consumer
Why this ex-central banker fears a second (and even bigger) mistake
Lazard’s Philipp Hofflin reveals how the stock market really works
Trailer: Lazard’s Philipp Hofflin reveals how the stock market really works
Steve Johnson’s hunt for tomorrow’s market movers
Trailer: Steve Johnson’s hunt for tomorrow’s market movers
Success and More Interesting Stuff is back
This Hall of Famer has uncovered a stock worthy of Warren Buffett’s portfolio
Trailer: This Hall of Famer has uncovered a stock worthy of Warren Buffett’s portfolio
Move over Big Tech, these are the new flag bearers of growth investing
Trailer: Move over Big Tech; these are the new flag bearers of growth investing
Luke Smith: This commodity will grow 10x in 10 years
The commodity set to grow 10x in 10 years | Trailer
Bob Desmond: We’re finding value everywhere
Chris Watling’s portfolio preparation guide for a 2023 global recession
Mark Landau: Why it’s time to put down the last decade’s playbook
How this Hall of Fame bear is buying the dip
Why the stock market’s bubble hasn’t really burst yet
We’re in ’Tech Wreck 2.0”, and some big names won’t make it
A stealthy small cap quietly building a market monopoly
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast