Small Cap Report JULY 2024.pdf

Ausbiz this week featured SB2’s Portfolio Manager, Gregg Taylor. He wraps up February 2023 reporting season with three hits and three misses:

Hear from Portfolio Manager, Gregg Taylor with a wrap up of Salter Brothers Emerging Companies Limited (ASX:SB2) for 2022.

In this video, Portfolio Manager Gregg Taylor discusses recent fund performance and highlights two key holdings.

In the lead up to the upcoming AGM season, Portfolio Manager, Issam Eid shares his insights on how the market and fund performed in September 2021 and provides an analysis of the stocks and sectors in the Portfolio which performed best.

In our first Sector Spotlight, PM Issam Eid explains the 4 x core factors currently impacting sentiment in the mining services sector and SB2’s recent stock picks. Issam and Investment Adviser, George Boubouras discuss trends, opportunities and how players in the sector are managing ESG risk.

Portfolio Manager, Issam Eid shares his insights following the Australian reporting season and provides updates on the high performing stocks which are contributing to the Portfolio’s performance in August 2021.

Hear from Director, Robert Salter with an introduction to Salter Brothers Emerging Companies Limited (ASX:SB2) and our investment philosophy.

Analyst Advait Joshi from the Salter Brothers Emerging Companies Limited (ASX:SB2) team discusses the current opportunities for investing in ASX tech stocks.