The Investor Notebook

Access expert commentary and analysis of the changing market complexities for Australian Mid, Small and Emerging Companies in our dedicated resource for wholesale investors.

AFR interview with Ben Griffiths: Small Cap-vet reads signs of a bull market.

The Eley Griffiths fund manager says all the conditions for an extended rally have been met, except for one. He’s confident that’s about to change.
15 Sep 2025

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The Encyclical June Quarter 2025

The Encyclical June Quarter 2025
12 Aug 2025

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PM Discussion – May 2025

Recorded 14/5/25
2 Jun 2025

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The Encyclical March Quarter 2025

The Encyclical March Quarter 2025
22 Apr 2025

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Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
16 Apr 2025

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Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
4 Apr 2025

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Why ex-20 is the prime hunting ground for ASX returns

The small and mid-cap space is full of opportunity… and risk. So how do investors sort the wheat from the chaff?
31 Mar 2025

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AFR interview with Ben Griffiths: Small Cap-vet reads signs of a bull market.

The Eley Griffiths fund manager says all the conditions for an extended rally have been met, except for one. He’s confident that’s about to change.
15 Sep 2025

Read more

Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
16 Apr 2025

Read more

Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
4 Apr 2025

Read more

Why ex-20 is the prime hunting ground for ASX returns

The small and mid-cap space is full of opportunity… and risk. So how do investors sort the wheat from the chaff?
31 Mar 2025

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Buy Hold Sell: 7 ex-20 stocks with strong balance sheets

Hunting for breakout mid-caps? We put 5 high-potential ASX ex-20 stocks under the microscope with two top small and mid-cap fundies.
28 Mar 2025

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The small and mid-cap investments to watch in today’s uncertain markets

For a hot second there, we all thought 2025 was going to be fairly cruisy. The continuation of a strong bull-run, the end to recession fears, a couple of rate cuts. The biggest concern was perhaps the high premiums on stocks like the Magnificent Seven.
13 Mar 2025

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The Encyclical June Quarter 2025

The Encyclical June Quarter 2025
12 Aug 2025

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The Encyclical March Quarter 2025

The Encyclical March Quarter 2025
22 Apr 2025

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The Encyclical December Quarter 2024

The Encyclical December Quarter 2024
22 Jan 2025

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The Encyclical September Quarter 2024

The Encyclical September Quarter 2024
23 Oct 2024

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The Encyclical June Quarter 2024

The Encyclical September Quarter 2024
23 Oct 2024

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PM Discussion – May 2025

Recorded 14/5/25
2 Jun 2025

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PM Discussion – Nick Guidera

Interview with Livewire Markets, where Nick discusses the outlook for small and emerging companies, as well as four stocks he finds particularly compelling.
6 Feb 2025

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Ben Griffiths – Small cap legend builds a 30 year portfolio

Ben unpack’s his journey in finance and the lessons learned along the way.
6 Feb 2025

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PM Discussion (Mid Cap Fund) – October 2024

Recorded 24 October 2024
7 Nov 2024

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PM Discussion (Emerging Companies Fund) – October 2024

Recorded 24 October 2024
7 Nov 2024

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PM discussion (Mid Cap Fund) – July 2024

EGG Mid Cap Fund
23 Oct 2024

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Wholesale Investors Only

The content on this webpage is for information purposes and is intended solely for persons in Australia who are ‘wholesale clients’ within the meaning of section 761G of the Corporations Act 2001 (Cth).  This includes financial advisers and institutional investors.

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