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Insights

Investor letters, research notes, and market commentary from the Savana team.
The Australian | Stockhead
How to invest in the Trump-era small-caps boom, emotion free
News
24 January 2025
Savana
Savana US Small Caps White Paper
Research
30 November 2024
Foresight Analytics
Foresight US Portfolio Strategy Report
Research
29 February 2024
Savana
Letter to Investors - March 2026
Investor Letter
31 March 2026
Savana
Letter to Investors - February 2026
Investor Letter
28 February 2026
Savana
Letter to Investors - January 2026
Investor Letter
31 January 2026
Savana
Letter to Investors - December 2025
Investor Letter
31 December 2025
Savana
Letter to Investors - November 2025
Investor Letter
30 November 2025
Savana
Letter to Investors - October 2025
Investor Letter
31 October 2025
AusBiz
US Small Caps Defying Expectations in 2026 | Interview with Evan Metcalf
Features
16 April 2026
Savana
The Case for Active Exposure in US Small Caps
Features
30 March 2026
Savana
Why the US Remains the World’s Most Attractive Equity Market
Features
02 February 2026
Savana
Investment Markets Review 2025: Key Events & Themes that Shaped the Year
Features
01 January 2026
Savana
US Small Caps Outlook: Why a Market Rotation Is Finally Underway
Features
01 August 2025
Livewire Markets
Markets are wise, but not always
Research
03 June 2026
Savana
Valuation Decoded White Paper
Research
10 October 2025
Foresight Analytics
Foresight Ratings Report (ASX:SVNP)
Research
31 March 2025
Savana
Savana US Small Caps White Paper
Research
30 November 2024
Foresight Analytics
Foresight US Portfolio Strategy Report
Research
29 February 2024
The Australian | Stockhead
How to invest in the Trump-era small-caps boom, emotion free
News
24 January 2025
Savana
Savana Welcomes Former Global x CEO, Evan Metcalf
Press Release
27 October 2025

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Savana Asset Management Pty Ltd (ABN 79 662 088 904) is a Corporate Authorised Representative (No. 1308949) of Fat Prophets Pty Ltd (AFSL No. 229183). For more information please refer to the Financial Services Guide. Any advice on this website is general advice only. The content has been prepared without taking into account the investment objectives, financial situation or particular needs of any particular person. Before making a decision about any information contained on this website you should carefully consider the appropriateness of the information in light of your personal circumstances in addition to the information provided in the PDS of the relevant financial product. You should also consider seeking professional advice from your financial adviser.