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Everything from Ellerston Capital

Australian small caps stage recovery on AI infrastructure

From Ellerston Capital

Australian small cap industrials are emerging from one of their most volatile years in recent memory, with Ellerston Capital pointing to a combination of AI infrastructure spending and a deepening

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13 Aug 2026

The case for Australian micro and small caps has rarely been stronger – why Australia’s next generation of growth will be found beyond the ASX 20

From Ellerston Capital

AI infrastructure, electrification and under-researched companies are creating some of the strongest opportunities in Australian micro and small caps in years. While Australia’s largest listed companies continue to dominate investor

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22 Jul 2026

Why Australia’s next generation of growth will be found beyond the ASX 20

From Ellerston Capital

AI infrastructure, electrification and under-researched companies are creating one of the strongest opportunities in Australian micro and small caps in years, says Ellerston Capital. While Australia’s largest listed companies continue

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13 Jul 2026

Ellerston Capital strengthens global equities team with senior analyst hire

From Ellerston Capital

Ellerston Capital has bolstered its global equities capability with the appointment of Sebastian Correia as Senior Investment Analyst, supporting the growth of the Ellerston Global Mid Small Cap Fund. Correia

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31 Mar 2026

Global small and mid-caps are stirring, and it might signal a turning point: Ellerston Capital

From Ellerston Capital

Global equity markets delivered solid gains over the past year, rising 8.51% in the 12 months to 31 January 2026, supported by favourable economic conditions and continued investor enthusiasm for

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19 Feb 2026

Ellerston Mid Cap Opportunities Fund earns inaugural ‘Recommended’ rating from Lonsec

From Ellerston Capital

Ellerston Capital has received a strong endorsement from research house Lonsec, with its newly launched Ellerston Mid Cap Opportunities Fund achieving a “Recommended” rating in its inaugural review. According to

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27 Oct 2025

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]