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Podcast: Good Value
Episode:

Opportunities in global small and mid-cap companies
Category: Business
Duration: 00:34:16
Publish Date: 2025-12-02 06:54:22
Description:

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). 

Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A

Key times:

  • Intro to the global small and mid-cap sector: 1:30
  • Managing risk in global SMIDs: 7:30
  • The macro backdrop for global SMIDs: 10:00
  • Why industry research is so important in global SMIDs: 13:30
  • Key performance drivers for the Antipodes Global SMID Fund: 18:30
  • Investing in global small and mid-cap stocks in the energy sector: 20:00
  • James' pick for the most under-appreciated SMID stock in Antipodes' portfolio: 26:30
Total Play: 0