Episode
Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX
- Podcast
- Shares for Beginners
- Published
- Apr 7, 2026
- Duration seconds
- 2425
- Processing state
not_requested- Canonical source
- https://www.sharesforbeginners.com/blog/jack-briggs-ellerston
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Summary
In this episode I chat with Jack Briggs , Portfolio Manager at Ellerston Capital , to unpack the world of micro, small and mid‑cap investing on the ASX. Jack explains how professionals analyse companies outside the ASX 100, why these sectors are often under‑researched , and how deep fundamental work can uncover opportunities the market has missed. We explore current themes including electrification , data centres , and the early impact of AI on software businesses - plus how Ellerston constructs a 25–40 stock portfolio with a clear margin‑of‑safety framework. If you want to understand how pros find growth before the crowd, this episode is for you. Episode Blog Post: https://www.sharesforbeginners.com/blog/jack-briggs-ellerston 📈 CHECK OUT THESE INVESTING TOOLS: 🌎 Level up your investing with Sharesight , Investopedia’s #1 portfolio tracker for DIY investors. Click here to save 4 months on an annual paid plan 🌎 Life Sherpa Invest helps beginners start with confidence. Invest hassle-free now 🌎 When you’re ready to go beyond ETFs, learn from the master - Tony Kynaston’s QUALITY AT VALUE . Sign up with code SFB for a 20% discount on QAV Club plan or SFBLIGHT for a free month of QAV Light 🌎 T ykr - Stock Investing for Beginners . Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Visit https://www.sharesforbeginners.com/tykr or https://tykr.com/?red=finpod and use the coupon code SAVE30 for your 30% discount. Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and…