Two small companies positioned for above average returns
20 October 2023
One of the attractive aspects of the emerging companies space is the non-homogenous nature of the sector, which is often made up of little-known companies from a large range of industries. This makes for a variety of interesting investment ideas, and potentially lucrative ones. Some can be structural growers over a long period of time, while others are more cyclical in nature and their multiples can re-rate and de-rate over time. Here we consider one of each and why we feel these companies should deliver above average returns to investors in the coming years.
This information has been prepared by Flinders Investment Partners, the underlying investment manager for the Flinders Emerging Companies Fund, distributed by Warakirri Asset Management.
