<p>What if the most reliable out-performers in the Australian market aren’t the blue chips, but the companies graduating quietly through the mid-cap ranks?</p><br><p>Advisors often focus on small-cap potential or large-cap stability. But Jovana Gagic, Portfolio Manager and Analyst at Paradise Investment Management believes Australia’s mid-caps are where earnings growth, diversification and structural tailwinds collide.</p><br><p>Ren sat down with Jovana to unpack the signals that can help advisors distinguish graduates from gambles in today’s market.</p><br><p>In this episode:</p><ul><li>How to spot the true graduation signals as companies move from speculative to scalable</li><li> What makes the mid-cap index a structurally appealing investment</li><li> Risk-management frameworks that help avoid the blow-ups while capturing long-term compounders</li></ul><p><br></p><p>Timestamps:</p><p>00:00:00 – Opening Thoughts&nbsp;</p><p>00:03:00 – Small Caps That Grow Up&nbsp;</p><p>00:06:10 – Why Mid Caps Outperform&nbsp;</p><p>00:10:20 – Diversifying Beyond Banks&nbsp;</p><p>00:14:30 – Finding Structural Winners&nbsp;</p><p>00:18:40 – Red Flags and Risk Control&nbsp;</p><p>00:23:00 – Graduation Stories&nbsp;</p><p>00:27:20 – Mid Caps in Portfolios&nbsp;</p><p>00:31:10 – Survival of the Fittest</p><br><p>———-</p><br><p><strong>CPD Points:&nbsp;</strong>This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). To claim your points, complete the CPD quiz <a href="https://equitymates.com/?post_type=episode&amp;p=28944" rel="noopener noreferrer" target="_blank">here</a> and we’ll send you your certificate.</p><br><p>———-</p><br><p>This episode has been sponsored by CBOE APAC. </p><br><p>Head to the Cboe website to learn more about their Cboe-listed ETF <a href="https://www.cboe.com/markets/au/funds/M1DS/" rel="noopener noreferrer" target="_blank">Paradice Australian Mid Cap Fund Active ETF</a></p><br><p>Thank you to Cboe APAC for helping us keep all of our content free and accessible.</p><br><p>———-</p><br><p>Want more Basis Points?</p><ul><li>Sign up to the<a href="https://basispoints.beehiiv.com/subscribe" rel="noopener noreferrer" target="_blank">&nbsp;Basis Points email</a></li><li>Join the conversation<a href="https://www.linkedin.com/showcase/basis-points-by-equity-mates/" rel="noopener noreferrer" target="_blank">&nbsp;on LinkedIn</a></li><li>Watch all episodes in full and relive some of our favourite clips<a href="https://www.youtube.com/@basis.points" rel="noopener noreferrer" target="_blank">&nbsp;on YouTube</a></li></ul><p><br></p><p>———-</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———-</p><br><p>Basis Points is a product of Equity Mates Media.&nbsp;</p><br><p>This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;</p><br><p>Equity Mates Media operates under Australian Financial Services Licence 540697.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>