What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks?

Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio Manager and Analyst at Paradise Investment Management believes Australia’s mid-caps are where earnings growth, diversification and structural tailwinds collide.

Ren sat down with Jovana to unpack the signals that can help advisors distinguish graduates from gambles in today’s market.

In this episode:

• How to spot the true graduation signals as companies move from speculative to scalable
• What makes the mid-cap index a structurally appealing investment
• Risk-management frameworks that help avoid the blow-ups while capturing long-term compounders

Timestamps:

00:00:00 – Opening Thoughts 

00:03:00 – Small Caps That Grow Up 

00:06:10 – Why Mid Caps Outperform 

00:10:20 – Diversifying Beyond Banks 

00:14:30 – Finding Structural Winners 

00:18:40 – Red Flags and Risk Control 

00:23:00 – Graduation Stories 

00:27:20 – Mid Caps in Portfolios 

00:31:10 – Survival of the Fittest

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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD quiz here and we’ll send you your certificate.

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This episode has been sponsored by CBOE APAC.

Head to the Cboe website to learn more about their Cboe-listed ETF Paradice Australian Mid Cap Fund Active ETF

Thank you to Cboe APAC for helping us keep all of our content free and accessible.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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