The small-cap resurgence is real — and it’s catching serious investor attention. Of course, not all small caps are created equal, and investors need to be highly selective when considering less mature businesses. James Nguyen (Portfolio Manager, Small Caps) sits down with Livewire Markets to explain what he looks for when assessing companies and names some of the companies he’s backing for the period ahead.
In this episode of Buy Hold Sell, Tyndall AM’s James Nguyen joins Wilson Asset Management and Chris Conway from Livewire Markets to spotlight the hottest ASX small caps right now — and two rising stars worth watching.
They debate why the ASX Small Ords Index is up 19% YTD and unpick some of the key factors useed to assess small-cap opportunities. They discuss three standout stocks leading the charge, and two names with momentum building beneath the surface.
Recorded 7 November 2025.
