Livewire Exclusive | Buy Hold Sell: 5 high-quality micro caps
September 21, 2018
There are about 2000 companies that fall into the micro-cap universe, and it’s the nursery for those companies that will go on to become future leaders on the ASX. The challenge is finding quality; just 25% of companies with a market cap under $250 million make a profit, and only 14% pay a dividend.
So, in this episode of Buy Hold Sell we’ve enlisted a couple of micro-cap fund managers to help uncover a few diamonds in the rough. James Dougherty from Lennox Capital and Oscar Oberg from Wilson Asset Management share their views on Helloworld, Jumbo Interactive, and Adairs. We also ask each of the panelists to nominate a ‘high-quality’ micro cap that they believe is compelling today.
