Videos: Webconferences

Australian Smaller Companies - Investment Update


Understanding the dynamics of smaller successful Australian companies can be hugely rewarding for investors. Capturing this performance potential in a portfolio with strong downside risk control is challenging but ultimately a highly successful investment strategy. Marcus Burns and Matthew Booker, Senior Portfolio Managers for Schroders’ Australian Smaller Companies Fund explain why valuations have become secondary to momentum, why they believe most concept stocks will be losing propositions, why they have a natural aversion to resource companies and why their efforts to minimise downside risk in the current environment are paramount. The webinar also includes an update on the performance and positioning of the Schroder Australian Smaller Companies Fund.

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