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Brenton Saunders backed Pilbara, Mineral Resources, and Wisetech. He's now backing these stocks.
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Just as small and micro-cap investors long for the 10-bagger, mid-cap investors long for their name becoming the next large or mega-cap stock. And although the ASX Mid-Cap Index has actually outperformed the ASX 50 over the last year, it remains an under-researched area of the market. It's also an area which features nowhere near as many equity funds as their large or small-cap counterparts.
Someone who knows all about that space is Brenton Saunders. Saunders is the portfolio manager behind the Pendal MidCap Fund, owning the firm's coverage of that space since early 2022.
Even in the 18 months he has been in the role, Saunders has already seen a few ASX mid-cap stalwarts go the distance. Among them, Mineral Resources (ASX: MIN) and Pilbara Minerals (ASX: PLS).
And he has his sights set on much, much more.
In this feature interview, I sit down with Saunders to discuss the ASX mid-cap space, his investment process, and why the fund is fully invested. And, because he's a stock picker, he rattles off no less than 13 stock ideas for your consideration.
Someone who knows all about that space is Brenton Saunders. Saunders is the portfolio manager behind the Pendal MidCap Fund, owning the firm's coverage of that space since early 2022.
Even in the 18 months he has been in the role, Saunders has already seen a few ASX mid-cap stalwarts go the distance. Among them, Mineral Resources (ASX: MIN) and Pilbara Minerals (ASX: PLS).
And he has his sights set on much, much more.
In this feature interview, I sit down with Saunders to discuss the ASX mid-cap space, his investment process, and why the fund is fully invested. And, because he's a stock picker, he rattles off no less than 13 stock ideas for your consideration.
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