Artwork

内容由Ensombl提供。所有播客内容(包括剧集、图形和播客描述)均由 Ensombl 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Investment Podcast #20 - Australian Small Caps

42:00
 
分享
 

Manage episode 451731837 series 1398082
内容由Ensombl提供。所有播客内容(包括剧集、图形和播客描述)均由 Ensombl 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that could power the sector forward.

Noah Kaplan LinkedIn: https://www.linkedin.com/in/noah-kaplan-10/ Phillip Hudak LinkedIn: https://www.linkedin.com/in/phillip-hudak-cfa-84ab2011b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241125

Maple-Brown Abbott. Visit our website or follow us on LinkedIn to stay up to date with our investment insights. https://ensombl.com/go/2-20241125

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

974集单集

Artwork
icon分享
 
Manage episode 451731837 series 1398082
内容由Ensombl提供。所有播客内容(包括剧集、图形和播客描述)均由 Ensombl 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions. But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers supporting Small Caps, the risks of small cap investing and strategies to mitigate these risks, the political and economic context, and tailwinds that could power the sector forward.

Noah Kaplan LinkedIn: https://www.linkedin.com/in/noah-kaplan-10/ Phillip Hudak LinkedIn: https://www.linkedin.com/in/phillip-hudak-cfa-84ab2011b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241125

Maple-Brown Abbott. Visit our website or follow us on LinkedIn to stay up to date with our investment insights. https://ensombl.com/go/2-20241125

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/

  continue reading

974集单集

همه قسمت ها

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南