Trailer: This fundie found Afterpay at $6. Now he’s found his next opportunity
Investing hasn’t been easy these past few years. The S&P/ASX200 did 1.4% in 2020, 17% in 2021 and then -1% last year. Huge volatility. As most fund managers struggle to match the benchmark, Datt Capital’s absolute return fund has generated an enormous 25% per annum over the last three years. Staggering performance that most fund managers would give their left arm to get. This week’s guest on The Rules of Investing is Datt Capital’s founder, Emanual Datt. Datt’s modest demeanour belies the rockstar performance he’s generated. Not one to rest on his laurels, he’s about to launch a new small cap fund that seeks to outperform the Small Ordinaries Index by 5% per annum. In the upcoming episode, we discuss: the processes and investments that netted the absolute fund such stellar numbers why he believes now is the time to get into small caps, and the investment opportunity in rare earths. Here's a preview of what you can expect.