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Darren Connolly from Investment Markets speaks with Ray David, Senior Equities Analyst at Airlie Funds Management, about the Australian equities market.
Emma Fisher, Airlie's Deputy Head of Australian Equities, explores the “Great Mispricing” we're currently witnessing in Australian equities and where she is uncovering attractive investment opportunities. (Viewing time: 26 mins)
Following a challenging quarter for small cap equities, Portfolio Manager Will Granger provides an update on the Airlie Small Companies Fund. Will discusses recent performance and sector divergence, particularly the impact of strong resource sector performance and weakness in small industrials.