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Why this fundie has doubled down on Pro Medicus

Joanne Tran
Joanne TranMarkets reporter
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Robert Miller is portfolio manager of Naos Asset Management. The Sydney-based boutique manages around $200 million in assets.

What’s your take on investing in small caps amid the latest news on tariffs? Have you made any changes to your portfolio?

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Joanne Tran is a markets reporter for The Australian Financial Review in the Sydney newsroom. Connect with Joanne on Twitter. Email Joanne at jo.tran@afr.com
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    Original URL: https://www.afr.com/markets/equity-markets/why-this-fundie-has-doubled-down-on-pro-medicus-20250409-p5lqix