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Buy Hold Sell: The small-cap hot sectors, hidden winners and overcooked stocks to watch

Co-Portfolio Manager, Australian Small Companies

by Matt Griffin

Co-Portfolio Manager, Australian Small Companies

Video 12 Oct 2025

Matt Griffin, Co-Portfolio Manager – Australian Small Companies joins Anna Dadic at Livewire Markets and Luke Laretive from Seneca to:

  • discuss where they’re spotting value in today’s small-cap landscape
  • share how they’re navigating a dynamic small-cap market full of hidden gems and hopefuls and discuss sector-level trends and the traits that separate a potential winner from a flop
  • unpack some of the market’s lesser-known winners and a couple of names they think are best avoided for now
Disclaimer: This information was prepared and issued by Maple-Brown Abbott Ltd ABN 73 001 208 564, AFSL No. 237296 (“MBA”). This information is general information only and it does not have regard to any person’s investment objectives, financial situation or needs. Before making any investment decision, you should seek independent investment, legal, tax, accounting or other professional advice as appropriate, and obtain the relevant Product Disclosure Statement and Target Market Determination for any financial product you are considering. This information does not constitute an offer or solicitation by anyone in any jurisdiction. Past performance is not a reliable indicator of future performance. Any views expressed on individual stocks or other investments, or any forecasts or estimates, are point in time views and may be based on certain assumptions and qualifications not set out in part or in full in this information. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other MBA communications, strategies or funds. Any companies, securities and or/case studies referenced or discussed are used only for illustrative purposes. The information provided is not a recommendation for any particular security or strategy, and is not an indication of the trading intent of MBA. Information derived from sources is believed to be accurate, however such information has not been independently verified and may be subject to assumptions and qualifications compiled by the relevant source and this information does not purport to provide a complete description of all or any such assumptions and qualifications. To the extent permitted by law, neither MBA, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of the information contained herein, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on any part of this information. This information is current at 12 October 2025 and is subject to change at any time without notice. © 2025 Maple-Brown Abbott Limited.

Matt Griffin
Co-Portfolio Manager, Australian Small Companies

Co-Portfolio Manager, Australian Small Companies
Co-Portfolio Manager, Australian Small Companies

Matt Griffin

BComMatt Griffin joined Maple-Brown Abbott in April 2022 as Co-Portfolio Manager for Australian Small Companies, bringing 17 years’ investment experience in Australian small cap equity portfolio management and fundamental stock research. In his current role, he is responsible for leading the Australian small companies equity business, focusing on medium-term earnings delivery combined with a differentiated market-leading sustainability framework which is designed to outperform in most market environments.Before joining Maple-Brown Abbott, Matt worked as Co-Portfolio Manager on the AMP Capital Australian Emerging Companies strategy for four years. Prior to that, he was Investment Director at IFM Investors, where he was integral to the launch of the IFM Australia small caps and micro caps strategy, and a small companies analyst at Macquarie Asset Management.

Matt

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