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Why small cap managers could thrive again – Steve Johnson (Forager)
Manage episode 486332437 series 2501533
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
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
574 episodes
Manage episode 486332437 series 2501533
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
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
574 episodes
All episodes
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