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Why small cap managers could thrive again – Steve Johnson (Forager)

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Manage episode 486332437 series 2501533
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:

- Why small cap managers might have a structural edge again

- The limitations of ETFs and super funds in small cap investing

- Forager’s approach to portfolio changes during market volatility

- Steve’s personal reflections on staying sane and strategic amid uncertainty

If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics covered

- Why small caps are becoming inefficient again

- The passive investing boom and its unintended side effects

- Portfolio changes driven by valuation vs. macro risks

- How Steve thinks about mental resilience as a fund manager

Resources for This Episode

- Ask a question (select the Investors podcast): https://bit.ly/R-quest

~~ Rask Resources ~~

🔗 Explore all Rask services https://bit.ly/R-services

📋 Get Financial Planning https://bit.ly/R-plan

📈 Start investing with Rask https://bit.ly/R-invest

📜 Access Show Notes https://bit.ly/R-notes

Ask a question – just select the Investor Podcast https://bit.ly/R-quest

📲 Follow us on social media:

- Instagram: @rask.invest

- TikTok: @rask.invest


DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

574 episodes

Artwork
iconShare
 
Manage episode 486332437 series 2501533
Content provided by Rask. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rask or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:

- Why small cap managers might have a structural edge again

- The limitations of ETFs and super funds in small cap investing

- Forager’s approach to portfolio changes during market volatility

- Steve’s personal reflections on staying sane and strategic amid uncertainty

If you love learning about small cap investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

Follow us on Instagram and TikTok for more investing insights.

Topics covered

- Why small caps are becoming inefficient again

- The passive investing boom and its unintended side effects

- Portfolio changes driven by valuation vs. macro risks

- How Steve thinks about mental resilience as a fund manager

Resources for This Episode

- Ask a question (select the Investors podcast): https://bit.ly/R-quest

~~ Rask Resources ~~

🔗 Explore all Rask services https://bit.ly/R-services

📋 Get Financial Planning https://bit.ly/R-plan

📈 Start investing with Rask https://bit.ly/R-invest

📜 Access Show Notes https://bit.ly/R-notes

Ask a question – just select the Investor Podcast https://bit.ly/R-quest

📲 Follow us on social media:

- Instagram: @rask.invest

- TikTok: @rask.invest


DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

#Investing #Finance #AustralianInvestorsPodcast

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

574 episodes

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