The Investor Notebook

Access expert commentary and analysis of the changing market complexities for Australian Mid, Small and Emerging Companies in our dedicated resource for wholesale investors.

The Encyclical June Quarter 2025

The Encyclical June Quarter 2025
12 Aug 2025

Read more

PM Discussion – May 2025

Recorded 14/5/25
2 Jun 2025

Read more

The Encyclical March Quarter 2025

The Encyclical March Quarter 2025
22 Apr 2025

Read more

Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
16 Apr 2025

Read more

Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
4 Apr 2025

Read more

Why ex-20 is the prime hunting ground for ASX returns

The small and mid-cap space is full of opportunity… and risk. So how do investors sort the wheat from the chaff?
31 Mar 2025

Read more

Buy Hold Sell: 7 ex-20 stocks with strong balance sheets

Hunting for breakout mid-caps? We put 5 high-potential ASX ex-20 stocks under the microscope with two top small and mid-cap fundies.
28 Mar 2025

Read more

Buy or Sell: Nick Guidera – DroneShield, Temple & Webster, Nuix & more

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
16 Apr 2025

Read more

Buy Hold Sell: 3 ASX small and mid-cap recovery plays (and 2 names to avoid)

From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
4 Apr 2025

Read more

Why ex-20 is the prime hunting ground for ASX returns

The small and mid-cap space is full of opportunity… and risk. So how do investors sort the wheat from the chaff?
31 Mar 2025

Read more

Buy Hold Sell: 7 ex-20 stocks with strong balance sheets

Hunting for breakout mid-caps? We put 5 high-potential ASX ex-20 stocks under the microscope with two top small and mid-cap fundies.
28 Mar 2025

Read more

The small and mid-cap investments to watch in today’s uncertain markets

For a hot second there, we all thought 2025 was going to be fairly cruisy. The continuation of a strong bull-run, the end to recession fears, a couple of rate cuts. The biggest concern was perhaps the high premiums on stocks like the Magnificent Seven.
13 Mar 2025

Read more

US Investor Sentiment retreats to a constructive level

Stunning to watch the precipitous decline in the closely tracked American Association of Individual Investors (AAII) Investor Sentiment Survey. The February 26 print of 19.4% marks a significant downward move from the prior week (29.2%), suggesting a give-up in investor confidence is underway.
5 Mar 2025

Read more

The Encyclical June Quarter 2025

The Encyclical June Quarter 2025
12 Aug 2025

Read more

The Encyclical March Quarter 2025

The Encyclical March Quarter 2025
22 Apr 2025

Read more

The Encyclical December Quarter 2024

The Encyclical December Quarter 2024
22 Jan 2025

Read more

The Encyclical September Quarter 2024

The Encyclical September Quarter 2024
23 Oct 2024

Read more

The Encyclical June Quarter 2024

The Encyclical September Quarter 2024
23 Oct 2024

Read more

PM Discussion – May 2025

Recorded 14/5/25
2 Jun 2025

Read more

PM Discussion – Nick Guidera

Interview with Livewire Markets, where Nick discusses the outlook for small and emerging companies, as well as four stocks he finds particularly compelling.
6 Feb 2025

Read more

Ben Griffiths – Small cap legend builds a 30 year portfolio

Ben unpack’s his journey in finance and the lessons learned along the way.
6 Feb 2025

Read more

PM Discussion (Mid Cap Fund) – October 2024

Recorded 24 October 2024
7 Nov 2024

Read more

PM Discussion (Emerging Companies Fund) – October 2024

Recorded 24 October 2024
7 Nov 2024

Read more

PM discussion (Mid Cap Fund) – July 2024

EGG Mid Cap Fund
23 Oct 2024

Read more

Invest Now

About us

Funds

Investor Portals

The Investor Notebook

Contact