In this episode, Brayden and Will review Baza Capital’s September quarter and discuss what drove outperformance across both funds. For Baza High Conviction, Brayden explains the rotation into smaller equities and junior mining – validating some long-held theses – and why valuations in core holdings remain attractive. Will breaks down record results for the Baza Special Opportunities Fund, plus terminology changes for the different investment categories within the fund. Case studies include Hazer Group (ASX:HZR), Vertex Minerals (ASX:VTX), Peak Rare Earths (ASX:PEK), and Emyria (ASX:EMD), with additional commentary on Baza’s latest Strategic Advisory Board appointment, Kate Munnings.

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