Lead Portfolio Manager Oscar Oberg was joined by Portfolio Manager Tobias Yao, for a WAM Capital webinar. The pair discussed recent performance metrics, highlighting strong growth and the strategic efforts to overcome market volatility. The optimistic outlook for the small and mid-cap market was covered, along with the trends that continue to have an impact such as central bank interest rates and the global AI boom. Oscar and Tobias also gave their high-conviction stock picks for 2025, analysing sectors from technology to mining services, and exploring the current IPO landscape. During the webinar they answered close to 100 shareholder questions addressing ranging from share price performance to profit reserves.
You can read the full transcript here.
