Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.
They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities. A must-listen for anyone considering allocating to global SMIDs. Key times: Why Antipodes launched a global SMIDs Fund: 0:45 Why investors should consider an allocation to global SMIDs: 3:00 The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00 Antipodes gobal SMID Fund performance: 18:00 Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50 Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.
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