Tim Carleton, Principal and Portfolio Manager at Auscap Asset Management returns to the Sohn Hearts & Minds stage this year in Hobart. In a recent Livewire article, Tim delved into five of Auscap’s current holdings and broke down the specific developments occurring within those companies. This focus on the micro comes at a time where the macroeconomic environment is currently being spotlighted, as Tim emphasises the importance of balancing macro trends with what is actually happening inside the company. Read Tim’s insights here on Livewire.

 

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