Chris Judd compares Coventry Group to Rease, a plumbing supply distributor that delivered mind-blowing returns for investors.
As heard by us
A brisk small-cap discussion that stays on operations, acquisitions, and where broader market returns may come from.
This Talk Your Book segment follows Nick Sladen of LSN Capital Partners as he lays out the fund's ASX small-cap approach, its 2022 start, and the first two financial years he says came in just over 20% and 23.5%.
Why you'd press play
Need a sharp take on ASX small caps, debt, and roll-up capacity?
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