The Rules of Investing

3 small caps powering Ryder Capital’s double-digit growth and fully franked dividends

July 17, 2026·46 min
Episode Description from the Publisher

​Ryder Capital has just clocked up its third consecutive year of 25% plus returns, and has been paying consistent, growing dividends since 2018. ​In this episode Lauren De Zilva explains how Ryder looks for mispriced opportunities and the thesis behind the firm's largest portfolio holding. She also shares two small-cap investments that meet Ryder’s disciplined investment process.   Thanks to our Sponsor AlphaSense This latest episode is brought to you by AlphaSense. Discover decision-grade AI now - Visit alpha-sense.com/livewire to get started.

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