The small cap tech winners
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This podcast episode

Relative Return: Looking beyond the Magnificent Seven
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In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement.

Listen as they discuss:

  • The performance of global small caps.
  • The emergence of “exciting” valuation discount.
  • How he approaches stock selection.
  • The small cap tech stocks that could benefit from the AI boom.
  • Catalysts provided by M&A and IPO activities.

Chen will be one of the speakers at Momentum Media’s upcoming Australian Wealth Management Summit, which will be held in Sydney on Wednesday, 8 May.

Click here to get your tickets to the event.

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PREVIOUS EPISODES
Relative Return: Making private credit accessible to retail investors Listen Now
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Relative Return: Lessons from growing an asset manager Listen Now
 
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