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Printed: 05 October 2022 4:43 PM

News

13 Sep 2022 - Macro is still in the driver's seat
By: Novaport Capital

Macro is still in the driver's seat

Novaport Capital

September 2022


Hear from Sinclair Currie, Principal and Co-Portfolio Manager at NovaPort Capital, as he shares his insights on how smaller companies fared over the past few weeks as they reported their earnings to the market.

While at first glance the numbers were better than expected, what was conspicuously absent was forward looking guidance. Sinclair will share his insights on the themes that were uncovered, how various sectors performed, and the standout stocks - good and bad. He will also discuss how investors can navigate an inflationary environment by following the fundamentals.


Funds operated by this manager:

NovaPort Microcap FundNovaPort Wholesale Smaller Companies Fund

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