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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
Opportunities in global small and mid-cap companies
Good Value | Pragmatic Value Investing
34 minutes
1 month ago
Opportunities in global small and mid-cap companies
Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs).
Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A
Key times:
Intro to the global small and mid-cap sector: 1:30
Managing risk in global SMIDs: 7:30
The macro backdrop for global SMIDs: 10:00
Why industry research is so important in global SMIDs: 13:30
Key performance drivers for the Antipodes Global SMID Fund: 18:30
Investing in global small and mid-cap stocks in the energy sector: 20:00
James' pick for the most under-appreciated SMID stock in Antipodes' portfolio: 26:30
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
