Buy Hold Sell: Finding Value in Small Caps with Emanuel Datt

Investment Strategy

May 10, 2024

Buy Hold Sell: Finding Value in Small Caps with Emanuel Datt

Emanuel Datt joins Livewire’s Buy Hold Sell to discuss finding value in Australian small caps and the role of active fund managers.

1 min. read

By: Datt Capital

Small Companies Fund Performance: May 2025 Update

The Overview

Emanuel Datt, CIO of Datt Capital, recently appeared on Livewire’s Buy Hold Sell to share his views on opportunities in the Australian equity market. In this episode, Emanuel joined other leading fund managers to discuss the outlook for small caps, where market dislocation is creating value, and how investors should think about positioning.

Key Insights from the Episode

Small Cap Opportunities: Emanuel highlighted the divergence between large and small companies, pointing to areas where investors could find overlooked value.
Importance of Research: He stressed that disciplined research and real-world observation are essential to identifying companies with durable, long-term growth drivers.
Conviction in Active Management: With higher rates and selective liquidity, conviction-led fund managers are better placed to uncover opportunities that the broader market may be missing.

Watch the full episode below.

Datt Capital’s Small Companies Fund

Our Datt Small Companies Fund investment approach focuses on identifying undervalued companies in Australia outside the ASX100 with strong fundamentals and scalable growth drivers.

Learn more about our approach through the Datt Small Companies Fund page or contact our Head of Distribution, Daniel Liptak, via email daniel@datt.com.au or phone at 0419 004 524.

Other Posts

Absolute Return Fund Performance: June 2025

Absolute Return Fund Performance: June 2025

June saw Datt Capital reposition into discounted small-caps, maintaining focus on capital preservation and long-term absolute return generation.

Absolute Return Fund Performance: May 2025

Absolute Return Fund Performance: May 2025

Absolute Return Fund gained 2.10% in May, driven by gold exposure. Capital remains ready for selective deployment in coming months.

Market Innsights

FY2026 Market Outlook: What Investors Need to Know

FY2026 Market Outlook: What Investors Need to Know

Datt Capital’s FY2026 Market Outlook shares macro trends, small cap opportunities, sector insights and portfolio updates, guiding wholesale investors toward resilient, long‑term wealth creation.

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