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After a tough couple of years for ESG investing and small-caps, several funds still backing the strategies leapt ahead of their peers in the first quarter.
Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy, filtering out market noise.
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 int
If the bears are right, then stocks can go lower in 2023. But cashed-up investors will find rich pickings. When the turn comes, it will be fast and large.
Fundies like them because they’ve got greater earnings certainty, and they look undervalued.