Australian equity strategies based on a common foundation - a results-driven team culture, best ideas process and global value-add leverage.

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Small Companies

Combines growth and value styles to deliver a portfolio of small cap companies that exhibit strong earnings prospects.

Investment Process 
Focuses on strong businesses that have superior earnings growth potential and are cash generative, but incorrectly priced by the market. Favours those companies that are supported by an industry tailwind or participating in positive structural change. We actively follow approximately 200 small cap stocks taking into account growth, value and market factors in our assessment.

Assets in Strategy
$400 million

Target Performance
6% pa above S&P/ASX Small Ordinaries Accumulation Index (before fees) over rolling 3 year periods.

Target Tracking Error
<12% pa

Number of Stocks
50-60

Quick Contacts

General Enquiries
Tel: +61 2 9276 6200

Client Services
Tel (Aus): 1300 365 439
Tel (Int): +61 2 9276 6276