We are a specialist investment management company focusing on Australian listed small and emerging companies

Our investment process and team have delivered consistent out performance through all market conditions for 15 years. We are style agnostic and can own both growth and value companies to construct portfolios that will outperform.

Fund Profiles

Small Companies Fund

The fund invests in shares of ASX-listed companies that fall outside S&P/ASX 100 index

  • Long only portfolio consisting of 35-55 stocks
  • Average market capitalisation ~$1.5B
  • Emphasis on management track record and industry structure
  • Price to Earnings ratio primary quantitative tool
  • Extensive bottom-up company modelling & resources expertise
  • Risk control measures at both a stock and portfolio level

Performance (net of fees) as at 30 June 2018

32.87%

1 Year

16.74%

3 Years

12.03%

Since Inception

Emerging Companies Fund

The fund invests in shares of ASX & NZX listed companies that fall outside the S&P/ASX 200 index

  • Long only portfolio consisting of 35-55 stocks
  • Average market capitalisation ~$400m
  • Benchmark unaware
  • A conservative approach to early stage investment
  • Extensive bottom-up company modelling & resources expertise
  • Risk control measures at both a stock and portfolio level

Performance (net of fees) as at 30 June 2018

11.29%

3 Months

41.88%

1 Year

34.20%

Since Inception

NOT SURE WHICH FUND IS FOR YOU? LET US HELP!

Our Team

David Allingham

PORTFOLIO MANAGER

Ben Griffiths

PORTFOLIO MANAGER

Tim Serjeant

PORTFOLIO MANAGER

Nick Guidera

ANALYST

Lachlan Ridhalgh

OFFICE MANAGER/DEALER

Charmaine Francis

FINANCIAL CONTROLLER

NEWS & VIEWS

Macro Musings

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The Quarterly

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Stocks in Focus

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