Skip to Content

The case for small and mid-cap companies for growth

Recent articles

Duration 27:21 minutes | File Size 38.6 MB

Small and mid-cap companies are often overlooked by investors, as the information available to assist with investment decisions, can often be harder to find when compared with those companies in the ASX top 50.

Yet many small and mid-cap stocks offer long-term growth opportunities that may exceed the mature investments that dominate investor portfolios.

In our latest episode of Your Wealth, Gemma Dale interviews Simon Herrmann of investment research provider Wise-owl about some of his investing insights, including:

  • Why contrarian investing for small caps doesn’t work,
  • The stock he bought that did nothing for five years - then increased 10 fold,
  • How to assess value in companies that are not well covered,
  • His current buying ideas, and
  • His 5 step process for investing outside the top 50.





Any advice and information in this publication is of a general nature only. Any general tax information provided in this publication is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of an individual’s liabilities, obligations or claim entitlements that arises, or could arise, under taxation law, and we recommend that you consult a registered tax agent. nabtrade is not a registered tax agent. The information provided in this podcast is intended to be of a general nature only. Any advice has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686) (NAB) recommends you consider whether it is appropriate for your objectives, financial situation and needs. NAB recommends that you seek independent advice before acting on any of this information. NAB is not a registered tax agent and any taxation information contained on this website is of a general nature. The tax consequences of investing will depend on your particular circumstances and we recommend that you seek professional tax advice before applying for a financial product. The information in this podcast is not a substitute for reading the relevant terms and conditions and Product Disclosure Statement (PDS) before making any decisions available via our website at ©National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 89526A0514.