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: 5 small caps with big dividends
10 of the ASX‘s best management teams
Buy Hold Sell: 5 stocks in an upgrade cycle
Buy Hold Sell: 3 essential asset classes and 2 to avoid
Buy Hold Sell: 5 innovative growth stocks
How to find the next 100 bagger
Buy Hold Sell: 6 of Warren Buffett and Cathie Wood‘s top stocks
How to build a bulletproof income portfolio
Buy Hold Sell: 6 cracking ASX-listed income funds
Buy Hold Sell: 6 small caps on the rise
How to uncover the next small-cap champions
Buy Hold Sell: 5 stocks for the reopening
Buy Hold Sell: 5 of your most searched stocks
Two standout stocks and why the ASX will push higher
Buy Hold Sell: 5 big movers and 2 under-the-radar results
Buy Hold Sell: 5 stocks the brokers are backing
Finding the value in growth stocks
Buy Hold Sell: 5 durable growth stocks for your back pocket
Buy Hold Sell: 5 long-term compounders with dividends for days
Where to hunt for dividends in 2021 and beyond
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