The market's best kept secret? Investing in global small and mid caps (SMIDs)

Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities. They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities. A must-listen for anyone considering allocating to global SMIDs. Key times: Why Antipodes launched a global SMIDs Fund: 0:45 Why investors should consider an allocation to global SMIDs: 3:00 The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00 Antipodes gobal SMID Fund performance: 18:00 Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50 Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.

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The market's best kept secret? Investing in global small and mid caps (SMIDs) is an episode from Good Value by Antipodes Partners.

This episode is 30:48 long.

This episode was published on Jun 26, 2025.

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