Australian small-cap equities have rebounded strongly in recent months, with companies exposed to AI, data centres and digital infrastructure leading the recovery despite ongoing market volatility.
In a recent interview with Ausbiz, Martin Hickson, Portfolio Manager at 1851 Capital, shared his views on the opportunities emerging across the small-cap market and why active management remains essential in navigating today’s investment environment.
During the interview, Martin discussed the structural growth drivers supporting AI-related businesses, where 1851 Capital is currently identifying attractive opportunities, and the areas of the market the team is approaching with caution.
The conversation also explored 1851 Capital’s long-standing involvement with the Third Link Growth Fund. As one of the Fund’s underlying managers, 1851 Capital rebates its management and performance fees, helping support Third Link’s unique philanthropic model, which donates 1% of funds under management to charity each year.
Martin explained why the firm’s commitment to philanthropic investing aligns with its broader values and highlighted the opportunity for investors to generate long-term capital growth while contributing to meaningful social impact.
Watch the full interview below to hear Martin’s insights on Australian small caps, active management, AI-driven growth opportunities and the power of investing with purpose.
