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
PREMIUM SMALL COMPANIES
Gain access to small and mid-cap Australian listed companies with sustainable business models, quality management and attractive investment fundamentals.
DYNAMIC EQUITY
A benchmark-unaware portfolio giving you access to mid-cap through to micro-cap Australian listed companies, as well as capitalising on select shorter-term opportunities.
MICRO-CAP
Diversify your portfolio by accessing micro-cap companies with long-term growth potential.
The domestic small cap index finished modestly higher in May, with the focus of markets still firmly on inflation and particularly on whether the inflationary outbreaks we are witnessing are structural or transitory and the broader implications for monetary policy. Cyclical stocks continue to outperform as the ongoing rotation from growth to value continues, and. Read more...
April was a strong month for equities globally and the domestic small cap market was no exception, with the S&P/ASX Small Ordinaries Accumulation Index rallying throughout the month before finishing up +5.0%. Bond markets stabilised following the release of benign inflation data and central banks in key markets continued to talk down the prospect of. Read more...
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...
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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