Buy Hold Sell, by Livewire Markets
Business:Investing
The prospect of outsized returns in small caps is a calling card for investors. Returns above of 150% for the top quintile of small-cap stocks dwarfs the ~50% returns for the equivalent large-cap cohort, according to Refinitiv. The catch, however, is that the worst-performing small-cap stocks have more downside than their large-cap counterparts.
In this thematic discussion, small-cap specialists Tobias Yao from Wilson Asset Management and Arden Jennings from Ausbil Investment Management discuss the significant shifts they're observing in small caps and the opportunities catching their attention. Increased volatility, a burgeoning tech sector and the value of strong balance sheets are three notable trends. Tune in for more detail and some of the stocks they're following closely this August.
Please visit Livewire Markets for the video and full transcript for this episode. Note: This interview was recorded on 29 July 2020.
Buy Hold Sell: 3 stocks on the rise (and 2 beaten-down darlings)
Buy Hold Sell: 7 stocks trading at 52-week lows
How to find value on the ASX
Buy Hold Sell: 5 stocks backed by fund managers
Buy Hold Sell: 5 hot ASX-listed stocks
Lessons from Australian funds management legends
Buy Hold Sell: 3 stalwart stocks (and 2 that no longer make the grade)
Buy Hold Sell: 3 all-weather businesses (and two that no longer make the grade)
From 55,000 stocks to the chosen few: How to hunt for the world’s best opportunities
Buy Hold Sell: 5 high quality stocks in the world right now
Buy Hold Sell: 3 stocks directors have been selling (and 2 big buys)
6 stocks to back in FY24
Buy Hold Sell: 3 shocking results (and 2 stocks flying under the radar)
Buy Hold Sell: 3 of the ASX’s fastest-growing stocks (and 2 in the dog house)
7 growth stocks for the next 10 years
Buy Hold Sell: 3 stocks with high ROEs (and 2 fundie favourites)
Buy Hold Sell: 5 growing small caps for FY24
On the hunt for tomorrow’s CSL
Buy Hold Sell: 5 emerging healthcare heroes
Buy Hold Sell: 5 stocks rallying hard
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