Good Value | Pragmatic Value Investing

Author: Antipodes Partners

A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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Opportunities in global small and mid-cap companies
Episode 63
Monday, 1 December, 2025

Antipodes Investment Director, Alison Savas, is joined by Antipodes Global SMID Portfolio Manager, James Rodda, for a discussion about some of the key opportunities in global small and mid-cap equities (Global SMIDs). Stock commentary is illustrative only. Not a recommendation to buy, hold, or sell any security. Past performance is not reliably indicative of future performance. A Key times: Intro to the global small and mid-cap sector: 1:30 Managing risk in global SMIDs: 7:30 The macro backdrop for global SMIDs: 10:00 Why industry research is so important in global SMIDs: 13:30 Key performance drivers for the Antipodes Global SMID Fund: 18:30 Investing in global small and mid-cap stocks in the energy sector: 20:00 James' pick for the most under-appreciated SMID stock in Antipodes' portfolio: 26:30