Australian Equities

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Overview

The Paradice Australian Equities strategy was established in May 2007 by lead portfolio manager Troy Angus. The team comprises of four senior portfolio manager/analysts including Troy.

The Fund typically invests in 30-50 companies listed in the S&P/ASX 300, providing investors with an exposure to a diversified portfolio of 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.

Annualised Gross of Fees Returns since inception to 28 Feb 2019

Gross Return 7.36%
Benchmark 4.37%(3)
Value Add 2.99%
Inception Date 12 May 2007

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 an person. Total returns are calculated before tax and before ongoing management costs. For further information please refer to our disclaimer page.
(3)Benchmark is S&P/ASX 200 Total Return Index.

Objective

The Paradice Australian Equities Cap Fund aims to outperform the S&P/ASX 200 Total Return Index (after fees and before taxes) over a rolling three to five year period.

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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.