In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors.
Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager.
At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.
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In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors.
Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager.
At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.
US equity markets were mixed on Friday (14 November) but recovered from an early, steep sell-off to settled well of their worst levels of the session - Dow fell 310-points or -0.65%, having been down as much as -600-points or ~1.3% earlier in the session. UnitedHealth Group Inc (down -3.21%) was the worst performer in the 30-stock index. Nike Inc lost -2.82%, with Moody’s downgrading its ratings on debt issued by the footwear and athletic apparel company, pointing to elevated competition and cost pressures related to tariffs as factors behind its more cautious outlook. Walmart Inc dipped -0.06% after it announced Chief Executive Officer (CEO) Doug McMillon will retire on 31 January 2026, and be succeeded by Walmart U.S. CEO John Furner. Nvidia Corp (+1.77%) and Microsoft Corp (+1.37%) were the leading Dow components on Friday (14 November).
Morgans Financial Limited
In this episode, Chris Titley speaks with Dawn Kanelleas, Head of Australian Small and Mid Cap Companies at First Sentier Investors.
Dawn manages a range of Small and Mid Cap portfolios and brings over 20 years of experience in the investment industry, including 15 years as a dedicated Small Companies Portfolio Manager.
At First Sentier Investors, she focuses on researching and analysing Australian listed stocks in the Small and Mid Cap sectors, helping clients navigate opportunities in this dynamic space.
