Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX

Where Growth Begins: Understanding Micro, Small & Mid Caps on the ASX

From Shares for Beginners by Philip Muscatello - Australian Investor Education

April 7, 2026 · 40 min · Season 1 · Episode 453

About this episode

This episode features an interview with Jack Briggs discussing micro, small, and mid-cap investing on the ASX and how to identify growth opportunities.

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…

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