Glennon Capital Presentation, FNN Fund Manager Event, December 2018, Melbourne

Company Presentations

Glennon Capital Portfolio Manager, Tim Powditch, presents on the small caps segment of the market, the company's investment process, portfolio composition and performance.

Key points:

  • A boutique investment manager based in Sydney, Australia
  • Can co-invest for long-term capital appreciation and income
  • Valuations at the lower-risk, big-end of the small-cap market have dropped
  • Buyers strike in small caps
  • Less need to trawl microcaps
  • Strong focus on capital preservation and risk control

For more, watch Portfolio Manager, Tim Powditch present at FNN's Fund Manager Event.