‘What a month’: Small-cap funds make history in May
May 2025 marked a historic month for small-cap funds, with top performers like Ophir, Forager, and QVG Capital delivering standout returns, driven by strategic stock picks and market recovery.
Featured in the AFR, Future Generation fund managers pick 13 stocks positioned for energy shocks and the AI boom, targeting resilient, high-growth companies aligned with long-term structural trends and innovation opportunities.
Join 20,000+ subscribers for market insights, top stock picks, and social impact updates from the Future Generation network.
May 2025 marked a historic month for small-cap funds, with top performers like Ophir, Forager, and QVG Capital delivering standout returns, driven by strategic stock picks and market recovery.
Centennial’s Michael Carmody anticipates multiple RBA rate cuts, boosting consumer-facing small caps like Zip and Plenti—highlighting a flexible, contrarian approach that capitalises on policy shifts and market volatility.
Discover how investing in Future Generation's LICs offers access to top fund managers, potential for capital growth, and supports Australian charities focused on children and youth at risk.
Centennial’s Matthew Kidman explains his 50% cash allocation amid market turbulence, highlighting a flexible, contrarian approach focused on strong balance sheets, rate-sensitive sectors, and selective small-cap opportunities.
Explore exclusive insights from Future Generation’s pro bono fund managers—industry leaders sharing their investment strategies, market outlooks, and commitment to social impact in the ‘Meet the Managers’ series.
Discover 15 top stock picks from Future Generation's expert fund managers, including Lanyon Asset Management's Johns Lyng Group, offering strategic insights to navigate current market volatility."
Trump's latest tariff shock rattles markets, but it's the mounting uncertainty—over global supply chains, inflation, and geopolitical tensions—that could inflict deeper, longer-lasting damage on investors.
Future Generation’s May 2024 update highlights strong small and mid-cap growth, 4.2% monthly returns, $5.4M social investments, and leadership by new Chair Philip Lowe, driving impact and value.
"Explore the top nine 2025 stock picks from our pro bono fund managers—across ed‑tech, healthcare, ride‑sharing and digital entertainment—delivering long‑term insights for resilient, socially driven portfolios.
Our pro bono fund managers share ten standout long‑term stock picks—from ResMed and Amazon to Vert x and Mineral Resources—guiding strategic investing that fuels both returns and youth‑focused social impact.
Future Generation presents insights from Oscar Oberg (WAM Capital, WAM Microcap, WAM Research, WAM Active)—highlighting small‑cap rebound potential in 2025 and the enduring value of active, purpose‑driven management.
As featured in AFR, Future Generation Women, seeded with $100M from Minderoo Foundation, empowers female fund managers to advance gender equity, delivering strong returns and impactful social change.
Mark Holowesko, CEO of Holowesko Partners, shares insights on market trends, the US election, and AI in this Future Generation podcast episode. Listen now for expert investment perspectives.
Please enjoy the recording of our Future Generation Global (ASX: FGG) HY2024 Q&A Results Webinar held on 4 September 2024.
Please enjoy the recording of our Future Generation Australia (ASX: FGX) HY2024 Q&A Results Webinar held on 3 September 2024.
Eric Johnston, The Australian Business Review If the US slows down more severely than expected, there is room once again for a return of the ‘Fed put’, says Nikki Thomas a long-time stockpicker at Magellan...
