NAOS News & Insights

Smashed small caps that can turn into portfolio treasures - AFR 20 May 2022

May 23, 2022

NAOS’s top holdings reinforce an enduring truth about small-cap investing: this is a stock-picker’s market. Making top-down decisions based solely on industry or economic themes is risky.

Smashed small caps that can turn into portfolio treasures - AFR 20 May 2022

The best time to buy is when they get badly oversold. Professional investors share the stocks they like and what to watch out for.

Tony Featherstone from the Australian Financial Review speaks with Sebastian Evans (Chief Investment Officer, NAOS Asset Management).

NAOS’s top holdings reinforce an enduring truth about small-cap investing: this is a stock-picker’s market. Making top-down decisions based solely on industry or economic themes is risky. In small-cap investing, there are always exceptions, good and bad.

This article was published in the Australian Financial Review on 20th May 2022.

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