Smallco Investment Fund
Smallco Investment Manager (Smallco) operates a smaller company managed equity fund, the Smallco Investment Fund (SIF). Smallco aims to provide good performance in SIF through actively looking for high quality, smaller companies whose share price is significantly less than what Smallco considers to be the true underlying value of the shares.
Smallco's key attributes:
- A Focused Boutique - SIF is the only fund managed by Smallco.
- Key Personnel Co-Investment - Rob Hopkins and Bill Ryan, the senior fund mangers of Smallco, have significant personal holdings in SIF.
- The Smallco Sweet Spot - Smallco invests in smaller companies listed on the Australian Stock Exchange, particularly those in the ‘Smallco sweet spot’ of $100 million to $500 million market capitalisation.
- Commitment to Capacity - In line with Smallco’s foremost focus of providing SIF with the best possible environment for good returns, inflows will be restricted once funds under management reach $200 million.
- Short Selling - Smallco can and does effectively short sell smaller companies listed on the Australian Stock Exchange.
Click here for details on Smallco’s investment style
How to Invest: You should consider the Product Disclosure Statement (PDS) for SIF before deciding to invest. You can either download the PDS or request a hard copy by mail below.
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