How pros identify future market leaders | Superhero: Sidekick

Smart investments aren’t always the cheapest - they’re in the businesses customers love.

In this episode, we sit down with Michael Frazis, founder of Frazis Capital Partners, to unpack his high-conviction strategy for backing the fastest-growing companies on the planet.

Forget spreadsheets and value traps. Frazis is focused on one thing: finding category leaders with wild organic growth and customers who can’t get enough. It’s a momentum-based playbook built to ride the big winners and cut the rest fast.

He breaks down how his fund identifies breakout businesses early, manages risk in volatile markets and spots the kind of “love metrics” that signal serious pricing power.

Here’s what we cover:

• Why 100%+ organic growth isn’t rare if you know where to look
• How to spot “customer love” through margins, market share and waitlists
• How Frazis Capital manages risk with momentum models and aggressive take-profits
• What volatility, macro models and market psychology are telling us right now
• Why the next recession might not look like the last and what to expect
• Why healthcare, semis and biotech are flashing opportunity and where AI is (and isn’t) changing the game

Sidekick is brought to you by Superhero (www.superhero.com.au). 

Proudly helping over 400,000 investors and superannuation members on their wealth-building journey.

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Superhero Markets Pty Ltd and Superhero Super Pty Ltd do not provide financial advice that takes into consideration your personal objectives, financial situation or particular needs. All investments carry risk, so please consider carefully before making any investment decisions and seek independent financial advice. Past performance is not indicative of future performance. Pictures, charts and graphs are provided for illustrative purposes only. 

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