In this Australian Investors Podcast episode, your host Owen Rask is joined by Luke Laretive and Ben Richards from Seneca Financial Solutions to discuss:
– The flaws of small cap index investing
– How inclusion in ASX indices drives mispricing
– Lessons from Catapult, Objective Corp & Sigma
– Mistakes small cap investors should avoid
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Topics covered
– How ETFs and index funds distort the small cap landscape
– Why active managers can still outperform in small caps
– What index inclusion does to share prices (examples from Catapult, EOL, Objective)
– Why more companies are gaming the index system (e.g. Sigma, Guzman y Gomez)
– Common small cap investing mistakes and how to avoid them
Episode Resources
Check out Good Research
Have a look at all of Seneca's Investment Products here
Read more about Seneca's Australian Small Companies Fund
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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