Ensombl Investment Podcast

In this episode, host James Whelan was joined by Jody Fitzgerald of Morningstar Australia and Liam Donohue from Lennox Capital Partners to discuss Small Caps.

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Why it might be the perfect time to invest in small-cap companies

History doesn’t repeat, but it does rhyme – and if this adage holds true, small caps are likely to present strong opportunities for patient investors over the coming years. Read Liam Donohue’s insights in this Sydney Morning Herald article.

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Meet the Manager: 2min with Liam Donohue

In this short Q&A, get to know Liam Donohue as he discusses setting up Lennox, the evolution of the small cap market and invaluable insights he’s gained over the years.

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Livewire: 9 Small Caps to Buy and Hold for the Next 5 Years

James Dougherty shares his outlook for the small-caps market, the attributes he thinks are important in selection, and his top picks to buy and hold for the next five years.

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One thing that unites “capital destructive” businesses, and how to avoid it

In this Livewire interview, James Dougherty and Liam Donohue discuss how they decide what’s investable. They also share two Aussie small caps and why they believe these companies are set to outperform.

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The power of saying no (and having skin in the game)

In this Livewire Fund in Focus video, Liam Donohue outlines Lennox’s investment process and illustrates how they have used ESG screening criteria to help identify outperformers and steer away from underperformers over time.

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Livewire – Buy Hold Sell: 5 undervalued growth stocks

In this episode of Buy Hold Sell featuring James Dougherty, five growth contenders are put to the test.

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Livewire – How to uncover the next Afterpay

James Dougherty in this Livewire episode discusses what makes a good micro-cap and shares one stock that he believes can climb its way up the index to the S&P/ASX20.

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Livewire – Buy Hold Sell: 5 undiscovered micro-cap gems

Featuring James Dougherty, this episode of Buy Hold Sell puts five undiscovered micro-cap gems to the test.

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East Coast Infrastructure – still the worst boom ever?

Twelve months on from our original analysis, is the East Coast infrastructure boom still the worst boom ever?

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