Today we’re joined by Arden Jennings, co-head of Emerging Companies at Ausbil and portfolio manager for their small and micro cap funds.

Arden explains why he thinks 2026 will be the year for Aussie Small Caps, and what companies might grow into household names over the next couple of years (or decades!).

In this episode:

Why small caps are back and where Arden sees the best opportunities
Spotting upgrades and avoiding blow-ups
And how he’s thinking about themes like AI, mining services and Life360 for 2026

For more information about Ausbil and important disclosures, including Ausbil’s disclaimer, please refer here.

Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil

Equity Mates Investing Podcast

Best of the Best: Ignore the noise & find great companies - Arden Jennings | Ausbil