FM Radio
Welcome to FM Radio, your go-to podcast for everything in the world of Funds Management, brought to you by Elston Asset Management.
Whether you’re an experienced adviser, seasoned investor, or just starting your journey, we’re here to explore the complex world of funds management and break down the key concepts.
Join us as we talk to the experts and get their insights, from asset allocation to risk management, and give you an idea on how decisions are made.
Tune in and turn up the volume on the topics that affect you and your clients.
FM Radio
Episode 13: Inside Elston's small cap strategy
In this episode of FM Radio, Elston Portfolio Manager Justin Woerner joins us to look back at a year marked by volatility, geopolitical surprises, and shifting market dynamics. He also shares what it all means for investors in 2026.
We unpack the big themes: inflation, interest rates, and the rise of AI, plus the incredible dispersion in returns between industrials and resources. Justin also reveals why Elston stays true to its small cap quality label, the opportunities emerging in certain sectors, and how volatility can create entry points for long-term growth.
Curious about where the gems are hiding in the small cap universe? Tune in to find out!
The information provided in this podcast is general in nature, you must consider your own circumstances prior to making any investment. For more information, go to our website or speak to your financial adviser. This podcast has been prepared by Elston Asset Management Pty Ltd, a Corporate Authorised Representative (CAR 427434) of EP Financial Services Pty Ltd (AFSL No. 325252).
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