We Are

Smallco
Investment
Manager

Smallco commenced operations in April 2000 and currently manages in excess of $800m 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. 

Read more

Our Funds background

Our funds

Smallco
Investment
Manager

Smallco Investment Fund (SIF)

SIF is a concentrated Australian smaller company focused fund. SIF typically invests in 20-35 higher quality smaller companies. It is predominately long only but can short when suitable opportunities are found.

Read More

Returns as at 30 April 2024
1 month -3.3%
3 Month 7.4%
6 Month 27.8%
1 Year 25.5%
3 Year 8.2%
5 Year 8.7%
7 Year 11.9%
10 Year 12.2%
20 Year 13.6%
Since Inception (31/10/2000) 13.4%

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.

Read More

Returns as at 30 April 2024
1 month -3.4%
3 Month 6.6%
6 Month 26.4%
1 Year 22.1%
3 Year 10.5%
5 Year 10.6%
7 Year 12.0%
10 Year 12.1%
20 Year N/A
Since Inception (31/07/2008) 16.0%

Meet the team

with 170+ years combined investment experience

Read more

Award Winning Firm

2010 - Lonsec Fund Manager of the Year - Winner 2011 - Lonsec Fund Manager of the Year - Finalist 2012 - Lonsec Fund Manager of the Year - Finalist 2013 - Lonsec Fund Manager of the Year - Winner 2014 - Lonsec Fund Manager of the Year - Finalist 2015 - Lonsec Fund Manager of the Year - Finalist 2016 - Lonsec Fund Manager of the Year - Finalist 2019 - Zenith Fund Awards Finalist