| Dear Reader, I’m a market opportunist. I love nothing more than when I see a big disconnect as big as the one I’m seeing right now. Aussie small-cap stocks went through the wringer in 2022 and 2023. They’ve been trading at a big discount to large caps for a record now. This type of long small-cap drag has happened only twice before. And look at how they’ve roared out of the bottom of the market previously — such as in 2009 and 2020:  | Source: Spheria Asset Management |
I think there’s every chance we see a repeat here. No guarantees of course, small caps are highly volatile, but the current market set-up excites me.
To take advantage of this set-up, I’ve put together five cracking small-cap opportunities in my latest report. Get set for the potential bounce by going here. Best wishes,
Callum Newman,
Editor, Australian Small-Cap Investigator
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