Investing with Rich: Matthew Kidman, Centennial Asset Management
Richard Hemming
Matthew Kidman, Portfolio Manager with Centennial Asset Management
Matthew Kidman has been running his fund for almost 9 years and has returned almost 16% a year versus the S&P/ASX 200 Index’s 9%. He tells Under the Radar Report about his secret sauce and why now is a good time to invest in small caps.
Below are some of the key take-outs from the 25 year markets player:
Why you should invest in small caps today.
The two most important traits you need to be a successful investor.
The key characteristics in a stock his team looks for.
Why mining services is going to keep booming.
Mining services stocks to consider.
Why Telstra (ASX:TLS) is good value.
The key tip he has for every investor, big and small.
Want to Know More about Matthew Kidman and Centennial Asset Management?
Companies mentioned
REA Group (ASX:REA), Kogan.com (ASX:KGN), Temple & Webster (ASX:TPW), SRG Limited (ASX:SRG), XRF Scientific (ASX:XRF), Lycopodium (ASX:LYL), Breville (ASX:BRG), Telstra (ASX:TLS)
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