Opportunities in global small and mid-cap companies

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A Key times: Intro to the global small and mid-cap sector: 1:30 Managing risk in global SMIDs: 7:30 The macro backdrop for global SMIDs: 10:00 Why industry research is so important in global SMIDs: 13:30 Key performance drivers for the Antipodes Global SMID Fund: 18:30 Investing in global small and mid-cap stocks in the energy sector: 20:00 James' pick for the most under-appreciated SMID stock in Antipodes' portfolio: 26:30

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Opportunities in global small and mid-cap companies is an episode from Good Value by Antipodes Partners.

This episode is 34:16 long.

This episode was published on Dec 2, 2025.

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