Smallco
Investment
Manager
Smallco commenced operations in April 2000 and currently manages in excess of $600m which includes the Smallco Investment Fund and the Smallco Broadcap Fund.
Smallco was founded by Rob Hopkins and Bill Ryan who had worked together previously at ANZ Securities during the 1990’s. They founded Smallco on the premise that inefficiencies do exist within the pricing of smaller companies within the Australian listed securities market.
Our funds
Smallco
Investment
Manager
Smallco Investment Fund (SIF)
SIF is a concentrated Australian smaller company focused fund. SIF typically invests in 20-30 higher quality smaller companies. It is predominately long only but can short when suitable opportunities are found.
| Returns as at | 30 November 2023 |
|---|---|
| 1 month | 9.5% |
| 3 Month | -3.1% |
| 6 Month | 7.0% |
| 1 Year | 13.3% |
| 3 Year | 3.3% |
| 5 Year | 8.8% |
| 7 Year | 9.7% |
| 10 Year | 11.1% |
| 20 Year | 13.6% |
| Since Inception (31/10/2000) | 12.9% |
Smallco Broadcap Fund (SBF)
SBF is a long only concentrated Australian equities fund that provides a broader exposure to the Australian equity market than SIF. SBF can invest up to 40% in companies with a market capitalisation of less than $1bn.
| Returns as at | 30 November 2023 |
|---|---|
| 1 month | 8.6% |
| 3 Month | -2.2% |
| 6 Month | 5.7% |
| 1 Year | 8.5% |
| 3 Year | 7.6% |
| 5 Year | 10.5% |
| 7 Year | 10.1% |
| 10 Year | 11.2% |
| 20 Year | N/A |
| Since Inception (31/07/2008) | 15.4% |
Award Winning Firm
