Australian small caps continue to experience heightened volatility, but according to Victor Gomes, Portfolio Manager at Eiger Capital, this is often driven more by market sentiment than underlying business fundamentals.
Appearing on Ausbiz last week, Victor explains why periods of uncertainty can create compelling opportunities for patient, long-term investors willing to look beyond the headlines.
As one of the underlying managers of the Third Link Growth Fund, Eiger Capital continues to identify high-conviction opportunities across sectors benefiting from long-term structural trends.
In the interview, Victor shares his views on several key themes shaping the current investment landscape, including:
- Defence and Australia’s growing strategic capabilities
- The long-term outlook for lithium and its critical role in the global energy transition
- Energy producers supporting reliable electricity supply while renewable infrastructure continues to scale
For investors seeking exposure to quality small-cap businesses, Victor discusses why disciplined active management remains critical in navigating today’s market environment.
Watch the full interview to hear Victor’s latest insights on Australian small caps and the opportunities emerging across the sector.
