The pair share their experiences and investment process of the Australian and New Zealand small-cap fund, with small-cap earnings growth set to be stronger in the coming years.
They also discuss the balance of having two co-portfolio managers on the fund and how they share their expertise.
The group discuss:
- What makes Australian small caps special and the standout sectors they are favouring in the fund.
- How the fund generates alpha with low risk relative to its peers.
- Their day to day as fund managers and how they work together as co-managers.
