Forum Topics Small caps vs Large caps
Bear77
4 years ago

14-Oct-2020:  https://www.livewiremarkets.com/wires/how-this-market-animal-hunts-stocks

For David Allingham of Eley Griffiths Group (EGG), investing isn’t about achieving some delicate balance of value or growth stocks. It’s all about finding amazing businesses early, and then going hard.

“We’re genuinely market animals. We love getting stocks right; nothing makes us happier than getting a stock call right for our investors. We beat ourselves up when stock calls go against us.”

This philosophy has helped the Eley Griffiths Emerging Companies Fund achieve 20%+ returns per annum since inception, and vaulted Allingham as Livewire’s top small-cap stock picker last year. EGG bought nearly 5% of Afterpay at $2 and Xero at $14 after its research process identified their tremendous global opportunity. 

But Allingham and his team aren’t sentimental holders. These stocks have had their run, and now EGG is stalking their next big opportunity. Learn about how the team picks winners, and two companies they like right now.

--- end of excerpt - click on the link above for the full report and video ---

David makes a very good case for why Small Caps tend to provide superior returns for investors who are prepared to put the work in.  Well worth watching.  He starts with a strong plug for his company (fund manager, Eley Griffiths) - as you do - but after that it does get very interesting.

--- note: EGG is just an abbreviation for Eley Griffiths Group here - it is NOT their ASX ticker code, because Eley Griffiths Group is NOT ASX-listed - as it is 100% owned by its founders, management and staff.  EGG is actually the ticker code of Enero Group, an advertising company that IS ASX-listed, but Enero has nothing to do with Eley Griffiths Group. ---

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