A Compelling Opportunity amongst Beaten Up Small Caps

Risk-off has dominated sentiment in recent months. Gyrations in global bond markets, combined with the escalation of tensions in the Middle East spooked investors. Many global markets are now in a “correction”. Domestically, while Australian Equities markets have retreated from highs, there has been outsized declines in Small Caps relative to the broader market. We believe there are several excellent long-term buying opportunities. In this note, we discuss a stock that we consider mispriced, particularly given its Quality attributes.

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