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Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
The market's best kept secret? Investing in global small and mid caps (SMIDs)
Good Value | Pragmatic Value Investing
30 minutes 48 seconds
4 months ago
The market's best kept secret? Investing in global small and mid caps (SMIDs)
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: 0:45Why investors should consider an allocation to global SMIDs: 3:00The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00Antipodes gobal SMID Fund performance: 18:00Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.
Good Value | Pragmatic Value Investing
Hear perspectives from the Antipodes team and other experts on value investing, global equities and macroeconomic trends.
