The Rules of Investing: How to make money in small caps

After a rough start to the year in 2017, smaller companies had a stellar run in the back half that once again shone light on the smaller end of the market. With nearly 20 years’ experience running a small cap mandate, Robert Frost from OC Funds has seen this kind of thing before. In our first podcast for the new season, Livewire Editor, Patrick Poke, sat down with Rob to learn about small cap investing. Is it better to pick the right themes, or the right stocks? What's more important, growth, or value? And which ASX small cap would he own if the market was going to close for five years? He answers all these questions, and explains why traveling makes you a better investor, in this week's podcast.