Tobias Bucks
Portfolio Manager for the Global Small Caps Fund at Ausbil Investment Management, focused on niche leaders in electrification, data centres and infrastructure with a value-aware growth approach.
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Apr 6, 2026 • 49min
“There’s always a bull market somewhere in small caps” - Tobias Bucks
Tobias Bucks, portfolio manager focused on global small caps and electrification niches. He discusses why valuations still matter and where small‑cap bull markets persist. Short takes cover AI/data‑centre CapEx, the rebuild of the grid, defence plays, and how he screens for niche leaders in a value‑aware growth process.
