Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX

In this episode I chat with Jack Briggs , Portfolio Manager at Ellerston Capital , to unpack the world of micro, small and mid‑cap investing on the ASX. Jack explains how professionals analyse companies outside the ASX 100, why these sectors are often under‑researched , and how deep fundamental work can uncover opportunities the market has missed. We explore current themes including electrification , data centres , and the early impact of AI on software businesses - plus how Ellerston constructs a 25–40 stock portfolio with a clear margin‑of‑safety framework. If you want to understand how pros find growth before the crowd, this episode is for you. Episode Blog Post: 📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight , Investopedia’s portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan 🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now 🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE . Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light 🌎 T ykr - Stock Investing for Beginners . Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit or and use the coupon code SAVE30 for your 30% discount. Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD, and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

You can listen to Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX online on Radio and Podcast. Open the player on this page to stream the available audio.

Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX is an episode from Shares for Beginners by Philip Muscatello.

This episode is 40:25 long.

This episode was published on Apr 7, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Shares for Beginners when more episodes are available from the podcast feed.