Discover the wealth creation potential of smaller companies

At a Glance

The Ellerston Australian Small Companies Fund focuses on small cap companies, especially those outside the S&P/ASX100 Index, to deliver the potential for long-term capital growth.

Constructing a portfolio of 20 to 60 securities, we aim to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three-year investment horizon.

The team uses an active, fundamental, research driven investment approach to find the best value small cap stocks, conducting both qualitative and quantitative analysis to determine each company’s intrinsic value.

We focus on each investment’s upside potential — and its downside risks. And, if an investment fails to meet our expectations, we sell it.