The market's best kept secret? Investing in global small and mid caps (SMIDs) from Good Value | Pragmatic Value Investing

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The market's best kept secret? Investing in global small and mid caps (SMIDs)

30 minutes Posted Jun 26, 2025 at 6:12 am.

Why investors should consider an allocation to global SMIDs: 3:00The importance of industry-led research & discussion about investing in Roku Inc (NASDAQ: ROKU): 08:00Antipodes gobal SMID Fund performance: 18:00Why Brookdale Senior Living Inc (NYSE: BKD) is one of the Fund's largest positions: 24:50Stock commentary is illustrative only. Not recommendations to buy, hold, or sell any security.

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Alison Savas interviews James Rodda, Lead Portfolio Manager of the Antipodes Global SMIDs Fund, to explore why global small and mid-cap stocks (SMIDs) present powerful, under-appreciated alpha opportunities.

They unpack the valuation gap between SMIDs and large caps, and how Antipodes’ strong investment platform and industry-led research approach provides a unique edge in identifying mis-priced opportunities. A must-listen for anyone considering allocating to global SMIDs.Key times:Why Antipodes launched a global SMIDs Fund:

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