Recently I had the great privilege to chat with fund manager Matthew Kidman. He’s a 25-year veteran of the Aussie market.
Today, he is the co-founder of Centennial Asset Management. Centennial’s focus is the small cap sector of the ASX.
In the video below, Matthew and I discuss…
- Why Matthew turned bullish on the ASX last year and his favourite sector to generate alpha…
- What should drive shares up over the medium term…
- Matthew’s ‘generational’ view of US shares…
- How many stocks Centennial usually holds in their portfolio…
- One share Centennial is accumulating while it’s out of favour…
- Why Matthew calls his job ‘managing risk’…
- The difference between managing your own money and an investment fund…
- Matthew’s view of Artificial Intelligence and its impact on markets…
- Plus, more!
Click on the video below to watch the whole interview. Don’t forget to give it a thumbs up too if you like it!
Best,
Callum Newman,
Editor, Small-Cap Systems and Australian Small-Cap Investigator
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