Nick Greenway is the Portfolio Manager of the Ironbark Karara Small Companies Fund. In this video he discusses the small cap metal and mining space.
Key Points in the video :
- The funds preference for exposure to precious metals, iron ore and lithium
- Key holdings discussion on Saracen Minerals (ASX:SAR) and Mineral Resources (ASX: MIN)
- Small cap resources valuations being cheaper than the industrial sector
- Why the fund has exposure to technology and software, but is defensive elsewhere
For more information about the fund, its performance and top ten holdings click here.
Nick Greenway joined Karara as Investment Manager in 2010. Nick has over 20 years investment markets experience. Prior to joining Karara, Nick worked for more than eight years as a portfolio manager and analyst focusing on listed Australian small companies, with Patriot Asset Management where he was also managing director and co-founder. Nick’s portfolio delivered strong outperformance over this period. Prior to Patriot, Nick worked as an investment banker with UBS Warburg Corporate Finance and Merrill Lynch where he held the position of Vice President Investment Banking.
Nick has a BCom/LLB (Hons) from University of Melbourne.