In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the "perfect time" to go into small caps.

Listen as they discuss:

• Why small caps are due for a comeback.
• Learnings from a volatile two years.
• Dialling up high-conviction positions in the portfolio.
• Having a bias to founder-led companies.
• His transition to funds management from accountancy.