Ellerston Australian Small Companies Fund

Concentrated, actively managed and fundamentally researched portfolio of companies outside the S&P/ASX100.

  • Greater opportunities for alpha creation as small cap stocks are typically less researched than larger cap stocks.
  • Investments made in companies that have a sound business franchise with an attractive earnings profile, that operate in growth industries and trade at a discount to valuation.
  • Access to Ellerston Capital’s experienced investment specialists who have a long and successful track record of investing in small caps companies.

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.

 

Meet the Australian Small Companies Team

Staff Members

Michael Courtney

Portfolio Manager

Robert Hawkesford

Investment Analyst

David Feng