3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

July 17, 2026 · 46 min · Episode 303

About this episode

Lauren De Zilva discusses Ryder Capital's investment strategy and highlights two small-cap investments.

​Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process. Thanks to our Sponsor AlphaSenseThis latest episode is brought to you by AlphaSense.Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

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Guest: Lauren De Zilva

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Organizations: Ryder Capital

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