SMALLER COMPANIES AND MICRO-CAP SPECIALIST

Giving you access to the growth potential of some of Australia’s up-and-coming companies

SPECIALIST AUSTRALIAN SMALL-CAP MANAGER

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

THREE HIGHLY-RATED PORTFOLIOS

Global markets continued to bounce in the March quarter with a combination of accommodative monetary and fiscal settings from governments and central bankers, accelerating vaccine rollouts in most countries and positive economic data supportive of a continued upwards trajectory in stocks. The Australian small-cap indices tracked higher during the quarter with the S&P/ASX Small Ordinaries. Read more...

The February reporting season was one of the strongest in recent years, despite the significant COVID-19 disruptions with positive earnings surprises outweighing earnings disappointments across the broader Australian market, including the domestic small cap space. The positive upside in company results was largely driven by upside surprise on operating margins, rather than top line revenue. Read more...

Equity markets continued their strong momentum into the start of the new calendar year with most markets advancing in the early part of the month on the expectation of the vaccine roll-out and the promise of further fiscal and monetary stimulus, particularly in the US. However, early gains reversed as unprecedented retail-led speculative activity in. Read more...

DIVERSIFICATION, GROWTH, OPPORTUNITY

“Smaller companies can present excellent investment opportunities and can play an important role in an investor’s portfolio.”

Robert Frost
Head of Investments

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