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Given the current market dynamics in smalls caps in Australia, and no doubt globally, it was timely for Sebastian Evans to do this interview with Livewire Markets.
Over the past few years, investors have been offered a plethora of new products providing simple or highly complex ways to access asset classes such as private credit, emerging markets and private equity.
Given the wide range of offerings, and at times returns that seem too good to be true, many investors have forgotten small and micro caps as an asset class.
Sebastian Evans explains why investors should consider small and micro caps as an asset class once again, especially given the valuation dislocations the NAOS Asset Management team is seeing today.
In a conversation with Anna Dadic at Livewire Markets , Seb covers:
🔹 Why small, founder-led businesses can compound in ways the ASX 100 can’t.
🔹 How a closed pool of capital lets us choose businesses for their quality, not their liquidity.
🔹 Four lesser-known ASX small caps he’s backing, and the one he sees as most undervalued.
🔹 The signal he’s watching that could turn the cycle for small caps.
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