Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value

Episode 14 and we have the Portfolio Manager of the Ausbil Global Small Cap fund Simon Wood. We talk about rate movements shifting the investment landscape, where the value is in small caps and which sectors will be best placed to rally once the dust settles. Simon talks us through the Ausbil method and offers up some of their recent and long term ideas. Another fascinating conversation with a very intelligent PM. Host James Whelan (VFS Group)Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.