Masterclass: Global Small Caps

Australian Investors Podcast

Welcome to the third investing Masterclass on The Australian Investors Podcast. In the next 60 minutes you will go on a deep dive into the topic of Global Small Cap investing with some of Australia's top experts, including Nick Cregan of Fairlight Asset Management, Maximilian Mulholland-Licht from Evergreen Consultants, Tobias Bucks from Ausbil Investment Management, and Drew Meredith from Wattle Partners.

You'll discover:

• What you need to know about the global small-cap market
• The difference between small, mid and large caps globally
• Why global small caps are fruitful hunting grounds for investors
• How to perform due diligence on global small cap funds and strategies
• The difference between Australian small caps and global small caps
• How experts use small cap funds and strategies in portfolios

To help us navigate through global smalls, we'll be joined by Nick Cregan, founding partner of Fairlight Asset Management, who walks us through sector overall.

Then Ausbil portfolio manager Tobias Bucks takes us through the different options in global small caps and how to identify common strategies for misplacing.

Max Mulholland-Licht, an experienced investment consultant at Evergreen, explains the importance of due diligence and how to unearth insights when researching global small cap fund managers.

Finally, friend of the show and experienced financial planner Drew Meredith, CFP explains how to use small cap funds in portfolios, where they sit and what questions to ask yourself.

I hope you enjoy this Global Small Caps Masterclass on The Australian Investors Podcast.

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

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