Small Cap Wrap

As the market showed signs of valuing companies based on their fundamentals, IML’s small and mid-cap funds all delivered strong returns for their investors in 2021, ahead of their respective benchmarks.

And with a highly volatile market expected for 2022, the IML small-mid-cap team believe their focus on quality and value will deliver strong risk-adjusted returns this year.

The latest insights from the IML small-mid cap team are below highlighting the team's investment process, philosophy and current opportunities, including:

Where can investors find value in a more uncertain and volatile market this year?
Why do they invest in some companies and not others?
How do the team assess stocks as being fully priced or as representing good value?
The team's high conviction stock picks in the small and mid cap market

*Investors should be aware that past performance is not a reliable indicator of future performance.

Livewire: Simon Conn's 3 favourite small caps for 2022 and beyond

Livewire Markets 29 March 2022

Simon Conn recently sat down with Livewire’s Ally Selby to discuss his long-term perspective on the Australian small caps market.

Read article

Finding value: Better reception at TPG

Lucas Goode & Simon Conn 25 March 2022

TPG Telecom has been listed on the ASX for many years, however the company today presents as a very different investment proposition to the company that existed prior to the merger with Vodafone in 2020. Lucas Goode & Simon Conn outline why IML has been adding TPG to our small-mid cap portfolios over the last 6 months.

Read article

Marc Whittaker talks rising inflation risks and opportunities on Ausbiz

Marc Whittaker on Ausbiz 23 March 2022

Marc Whittaker appeared on Ausbiz to talk about why inflation is driving the current volatility and how to pick companies which are more likely to do well in this environment.

Read article

Simon Conn on Ausbiz: small-cap reporting season

10 March 2022

Simon Conn appeared on Ausbiz to talk about the key themes from small caps reporting season.

Read article

Buy Hold Sell: 6 Beaten-down stocks ready for a rebound - Livewire

Livewire Markets 10 February 2022

IML's Simon Conn joins Elston's Bruce Williams and Livewire’s Ally Selby to discuss whether stocks caught in the recent sell down are a Buy, Hold or Sell.

Read article

How to rotate your portfolio like a pro in 2022 - Livewire

Livewire Markets 08 February 2022

IML’s Simon Conn and Elston’s Bruce Williams join Livewire’s Ally Selby to discuss sector rotation in their portfolios and stocks they like over the coming months. Watch or Listen.

Read article

5 stocks for weathering stormy markets - Livewire Buy Hold Sell

Livewire Markets 03 February 2022

IML's Simon Conn joins Elston's Bruce Williams and Ally Selby to discuss three all-star Aussie companies that could help investors navigate the volatility ahead. Watch or Listen.

Read article

Marc Whittaker talks volatility and small-caps on Ausbiz (2 Feb 2022)

Marc Whittaker on Ausbiz 03 February 2022

IML’s Marc Whittaker appeared on Ausbiz to talk about the realignment of value in the market and a return to fundamentals.

Read article

Small Cap Wrap

Subscribe to our mailing list