SMALLER COMPANIES SPECIALIST
Giving you access to the growth potential of some of Australia’s up-and-coming companies
Since 2000, we have given investors the opportunity to diversify and grow their investment portfolios by providing access to some of Australia’s best quality smaller but growing companies through our three small and micro-cap portfolios.
A trusted investment manager to retail and institutional investors, we have delivered consistently strong long-term returns across all market cycles and have been highly rated for our efforts and included on some of Australia’s largest investment platforms
The Australian small-cap market had a very strong month with the S&P/ASX Small Ordinaries Accumulation Index up 6.0% and the S&P/ASX Small Industrials Accumulation Index up 5.9%. The strength in the index was not broad-based with a number of ‘hot’ sectors driving the overall benchmark, in particular China-facing consumer stocks, cobalt and lithium stocks and. Read more...
Domestic small-cap equities continued to perform well in the December quarter with commodity stocks doing much of the heavy lifting. The 25.4% increase in the S&P/ASX Small Resources Accumulation Index during the quarter underpinned a 13.7% in the broader S&P/ASX Small Ordinaries Accumulation over the same period. Against the backdrop of a strong commodities market,. Read more...
The Australian small-cap market continued its strong finish to calendar year 2017 with the S&P/ASX Small Ordinaries Accumulation Index up 3.9% and the S&P/ASX Small Industrials Accumulation Index up 2.8%. The prevailing mood in small-caps remains ‘risk-on’ particularly in the commodity space where the lure of fast returns and a fear of missing out seems. Read more...
“Smaller companies can present excellent investment opportunities and can play an important role in an investor’s portfolio.”
Head of Investments