As the 2024 financial year comes to a close, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements.
They discuss recent market volatility, spotlight resilient companies with strong recurring revenue, and share their stock-picking strategies. The episode also covers risk management approaches and provides insights on future market trends.
They also taste a Dalwhinnie 15-year whiskey during the podcast
Tune in to hear about current opportunities, from both the small-cap recovery and potentially high-performing sectors.
"The small-cap market has been a challenging space, but within it, there are high-quality businesses with strong recurring revenue and free cash flows, presenting significant opportunities for investors"
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You can listen on:
Spotify
Apple
Buzzsprout
YouTube