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Why small cap active investing may be back – with Steve Johnson

Forager’s Steve Johnson joins the show to unpack why small cap managers might be entering a golden era. In this wide-ranging conversation, we explore the structural inefficiencies in markets, ETF liquidity limits, super fund index-hugging, and Steve’s portfolio management mindset in volatile times.

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About this episode

In this Australian Investors Podcast episode, your host Mitchell Sneddon speaks with Forager Funds’ Steve Johnson to explore:

  • Why small cap managers might have a structural edge again
  • The limitations of ETFs and super funds in small cap investing
  • Forager’s approach to portfolio changes during market volatility
  • Steve’s personal reflections on staying sane and strategic amid uncertainty 

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Topics Covered

  • Why small caps are becoming inefficient again
  • The passive investing boom and its unintended side effects
  • Portfolio changes driven by valuation vs. macro risks
  • How Steve thinks about mental resilience as a fund manager

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