As the song goes, from little things, big things grow. It is therefore no wonder that Australian investors love spotting a small cap that ends up becoming the next household name. After all, the BHP's, the CSL's, and the Wesfarmers' had to start somewhere! But we, at Livewire, also know how difficult this would be to achieve on your own given how many landmines there are in the small end of the market.
That's why we have asked Matthew Booker, Portfolio Manager at Spheria Asset Management and seasoned small-cap stock picker, to do some of the hard work for you.
In this episode of The Pitch, Booker will share one theme that he is particularly excited about at the moment and one theme he is steering clear of. Then, we'll delve into a couple of small and micro-cap ASX stocks that are doing something special or unique in their field. Finally, we'll put the ultimate crystal ball question to Booker and challenge him to name a company that is small now but could grow into a forever (or at least, long-term mainstay) portfolio holding in the future. You can thank us later.
