Is 2025 the year for small caps? | Superhero: Sidekick

02/04/25 • 29 min

Will active investing trump passive investing this year?

Andrew Smith, a seasoned Portfolio Manager at Perennial Partners with over 20 years of experience, certainly thinks so – especially when it comes to ASX small caps.

Investing in small caps is a high-risk, high-reward game. The ride can be wild but those who know how to spot hidden gems before they take off can potentially reap serious rewards.

That’s exactly what Perennial Partners has been doing for years – uncovering undervalued companies before the rest of the market catches on.

In this episode, we get to learn directly from Andrew about:

How Perennial, one of Australia’s active fund managers, identifies promising small-cap opportunities
The challenges and rewards of investing in small and microcaps
Active vs. passive investing and why Perennial takes a hands-on approach
When fund managers decide to buy and sell
How Andrew got into portfolio management
What Andrew thinks makes a great investor and what lessons can everyday investors learn

This podcast is brought to you by Superhero (www.superhero.com.au).

Proudly helping almost 400,000 investors and superannuation members on their wealth-building journey.

__________

Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big.

6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter.

For further information and sign up details head to Superhero for your chance to win. T&Cs apply.

This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.

__________

Did you enjoy this episode?

Subscribe to us on Spotify | Apple Podcasts | YouTube.
Keep up to date with market news and updates on Facebook | Instagram | Twitter.
Learn more about investing and superannuation from our blog.

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Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Will active investing trump passive investing this year?

Andrew Smith, a seasoned Portfolio Manager at Perennial Partners with over 20 years of experience, certainly thinks so – especially when it comes to ASX small caps.

Investing in small caps is a high-risk, high-reward game. The ride can be wild but those who know how to spot hidden gems before they take off can potentially reap serious rewards.

That’s exactly what Perennial Partners has been doing for years – uncovering undervalued companies before the rest of the market catches on.

In this episode, we get to learn directly from Andrew about:

How Perennial, one of Australia’s active fund managers, identifies promising small-cap opportunities
The challenges and rewards of investing in small and microcaps
Active vs. passive investing and why Perennial takes a hands-on approach
When fund managers decide to buy and sell
How Andrew got into portfolio management
What Andrew thinks makes a great investor and what lessons can everyday investors learn

This podcast is brought to you by Superhero (www.superhero.com.au).

Proudly helping almost 400,000 investors and superannuation members on their wealth-building journey.

__________

Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big.

6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter.

For further information and sign up details head to Superhero for your chance to win. T&Cs apply.

This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.

__________

Did you enjoy this episode?

Subscribe to us on Spotify | Apple Podcasts | YouTube.
Keep up to date with market news and updates on Facebook | Instagram | Twitter.
Learn more about investing and superannuation from our blog.

__________

Hosted on Acast. See acast.com/privacy for more information.

Previous Episode

Why 4,400 sports teams use Catapult | Superhero: Sidekick

You know those sci-fi scenes where a character’s stats are tracked on screen during a fight? Well, it’s no longer sci-fi – Catapult (ASX:CAT) has made it a reality.

Today, over 4,400 teams across 100+ countries rely on Catapult’s technology. As a testament to its success, the company’s share price has surged more than 160% in the past year.

Catapult CEO, Will Lopes, even jokes that “Catapult is the only company sports teams pay to put their name on.”

In this episode, we get to hear directly from Will about:

How a small Australian company became a worldwide phenomenon
Why teams want Catapult’s products
How Catapult is using AI to redefine coaching and player management
The competitive advantages keeping Catapult ahead as professional sports grows larger and more sophisticated
The financial side: Can Catapult reach profitability?
What the future holds for Catapult

This podcast is brought to you by Superhero (www.superhero.com.au).

Proudly helping over 350,000 investors and superannuation members on their wealth-building journey.

__________

Enter our giveaway for a chance to win 1 of 50 custom-made Superhero Sherrin footies! T&Cs apply.

Get US$10 of NVIDIA stock when you sign up for a Superhero Trading account: here. T&Cs apply.

Superhero Trading allows you to invest in over 8,500 ASX and Wall Street shares and ETFs from just $2 a trade. Other fees may apply.

Learn more about why Aussies choose Superhero.

__________

Did you enjoy this episode?

Subscribe to us on Spotify | Apple Podcasts | YouTube.
Keep up to date with market news and updates on Facebook | Instagram | Twitter.
Learn more about investing and superannuation from our blog.

__________

Hosted on Acast. See acast.com/privacy for more information.

Next Episode

Is your Rolex or Birkin a good investment? | Superhero: Sidekick

Wine, Whiskey, Watches, Handbags, Jewellery and Sports Cars.

How nice would it be to enjoy all the finer things in life while still growing your net worth?

Danny Younis, an ex-stockbroker, seasoned equities analyst and avid wine collector, has certainly turned luxury items into serious assets – boasting an 8,500-bottle wine collection that’s appreciated at a CAGR of 56% from 2003 to 2023.

In this unique episode, Danny walks us through whether that Rolex and that Hermes bag are truly worth their waitlists.

Here’s everything Danny goes into:

How he built a wine portfolio that vastly outpaced traditional market returns
The economic phenomenon of Veblen goods and how it shapes the luxury goods market
The outlook for luxury brands: LVMH, Hermes, Chanel, Rolex, Ferrari, Kering, Richemont
Whether luxury goods is worth investing into for the average investor
Danny’s predictions for 2025: Which stocks or luxury assets should investors be watching
His personal investment strategy and how he fits luxury goods into it

This podcast is brought to you by Superhero (www.superhero.com.au).

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

__________

Superhero and Qantas Frequent Flyer are giving you the chance to win a share of 5 million Qantas Points* so you can splurge big.

6 lucky winners will be drawn each week until the offer ends on 8 March 2025. All you have to do is make an Eligible Trade and link your Qantas Frequent Flyer account to enter.

For further information and sign up details head to Superhero for your chance to win. T&Cs apply.

This Promotion is authorised under NSW NTP/12120, ACT TP25/00024 & SA Licence No. T25/14.

__________

Did you enjoy this episode?