MarketsEquity MarketsFundie Q&AJul 16, 2026 – 1.01pmJames Barker is an Australian equities portfolio manager at Ellerston Capital. The Sydney-based firm has $5 billion in assets under management.The fund is up about 29 per cent in the last year. What has been driving performance recently, and do you expect those winners to have further to run?Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Latest In Equity marketsFetching latest articlesMost Viewed In Markets
Ellerston names its ASX small caps wins that still have further to run
James Barker’s fund returned 29 per cent return over the last 12 months. He talks about his winners and reveals one stock that the market is missing a trick on.
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