When volatility rattles markets, micro caps and small caps typically suffer the biggest drawdowns. But markets have a reliable habit of reverting to the mean sooner or later. That’s very good news if you’re investing in small caps, arguably, now!
This week’s guest is Matthew Booker, portfolio manager and co-founder at Spheria Asset Management. Matt’s managed small company portfolios for over 15 years, consistently outperforming the index.
The Spheria Australian Microcap Fund has outperformed the S&P/ASX Small Ordinaries Accumulation Index by over 7% per annum since inception, while the Smaller Companies fund has outperformed that same index by over 3% per annum. Just as importantly, they’ve managed to preserve capital and outperform the benchmark through the volatility of the past year. And he's done it without lithium stocks!
We discuss:
Note: This interview was recorded on Wednesday April 19, 2023.
Emma Fisher: Why it pays to be bullish (and the most outstanding idea on the ASX today)
Matthew Kidman: Get ready to run with the bulls
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Bob Desmond names his ”forever” stock
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3 reasons why the US economy has achieved a miraculous ”soft landing”
Blackwattle’s Ray David is raising red flags about market darling CSL
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What do counting cars and delivering an 18% pa return for investors have in common?
Regal’s ultimate guide to microcap investing in 2023
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The only ASX stock with a return on equity of over 50%
Oscar Oberg: Small caps are primed to rally, and it doesn’t happen without these stocks
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Paul Taylor’s guide to long term compounding on the ASX (plus a 3-stock portfolio for the bottom drawer)
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Giselle Roux’s fluff-free take on the market (and where you can find opportunity today)
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