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Australia

Australian SmallCap

Overview

The Paradice Australian Small Cap strategy was established in 2001 by David Paradice. The team currently comprises of two senior portfolio manager/analysts Adam Harvey and Rishi Khilnani.

The Fund typically invests in 50-70 companies listed outside of the S&P/ASX 100, providing investors with an exposure to a diversified portfolio of emerging Australian businesses.

We believe equity markets are often inefficient due to investor emotion, short-term thinking and too much reliance on a single aspect of a company’s financial health – it’s profit and loss statement. Our key focus is on management, current and future cash flows and the quality of the balance sheet.

Our expertise lies in evaluating a company’s market position taking into account all factors from balance sheet, macroeconomic drivers through an extensive visitation program.

Objective

The Paradice Australian Small Cap Fund aims to outperform the S&P/ASX Small Ordinaries Total Return Index over the longer term, before the deduction of fees and taxes.

Net Returns as at 30 April 2020
1M
3M
1Y
3Y
5Y
Since Inception
Inception Date
Australian Small Cap - Class BBenchmarkValue Add
1MBenchmarkValue Add 12.41%
14.27%
-1.86%
3MBenchmarkValue Add -17.28%
-19.00%
1.72%
1YBenchmarkValue Add -13.72%
-13.31%
-0.41%
3YBenchmarkValue Add -
-
-
5YBenchmarkValue Add -
-
-
Since InceptionBenchmarkValue Add 1.25%
3.21%
-1.96%
Inception Date 15 May 2017

Benchmark: S&P/ASX Small Ordinaries Total Return Index

Past performance of the strategy is not a reliable indicator of future performance. The value of an investment in the strategy may rise or fall. Returns are not guaranteed by any person. Fund returns are calculated before tax and after ongoing management costs. Returns are annualised for time periods greater than 1 year. All returns are denoted in Australian dollars. For further information please refer to our disclaimer page.

 

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Our strategies

At Paradice we manage investment capital on behalf of a range of investors including institutional, private wealth, family offices and individual investors.