3 small caps ready to take off in 2025 скачать в хорошем качестве

3 small caps ready to take off in 2025

Finding a small or mid-cap with high-quality earnings, a global reach, a strong competitive advantage, and trades at a reasonable valuation can be akin to finding a needle in a haystack when global equity markets are at all-time highs. It's an even bigger challenge when your investable universe has over 7,000 stocks and you have to narrow it down to between 20 and 40 names. But that's what Canopy Investors Co-Founder and Portfolio Manager Michael Poulsen does every day. When I asked Poulsen how he finds these needles in a haystack, he told me that global quality small caps have all of the above traits - just like their Australian counterparts. The difference is that they may work in areas that are difficult to access from Australia. "In the context of global small and mid-caps, what that means is that they won't be the Amazon's and Microsoft's of the world. But they are still really strong. They may have a dominant position in a single geography or they might be really strong in a particular business niche that is often not represented in Australian industries," Poulsen noted. In this episode of The Pitch, we'll discuss these themes as well as three companies that meet these criteria and why Canopy is invested in them.