On this episode:
Carlos Gil is the Founder, CEO and Chief Investment Officer of Microequities, a specialist small-cap fund manager.
Carlos started life as a paperboy before studying at the University of Sydney.
Previously, Carlos worked in Madrid while at the same time he compiled ASX research for his own investments back here in Australia. Once he returned home he started Microequities initially as a research business before launching his first managed fund on the lowest day for the Australian share market during the Global Financial Crisis.
Carlos has since gone on to sharpen his philosophy, process and strategy for researching and owning some of Australia’s most promising undervalued small companies. This is a great episode for DIY investors and those actively buying small cap stocks.
- 0:45 – Intro to Carlos
- Investment process
- Stock filtering process
- How Carlos chooses risk weightings and discount rates
- Portfolio management
- Are ETFs changing small-cap investing?
- What would Carlos tell himself about money and investing?
Learn more about Carlos:
- Take Owen’s investing free valuation course!
- Click here for - Owen's free cloud stocks investment report
- Click here for - Owen's investment research (Rask Invest)
Contact Owen: If you have any feedback or advice to share with Owen, you can reach him by clicking here.
New to Rask? Create a free Rask Account
Rask Media: get the latest ASX news and stories
The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.