Australian Equities

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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 holistic 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 31 Oct 2018
Gross Return 7.03%
Benchmark 3.84%(3)
Value Add 3.19%
Inception Date 12 May 2007

Objective & Benchmark

The Paradice Australian Equities Cap Fund aims to outperform the benchmark (after fees and before taxes) over a rolling three to five year period.

(3) Benchmark – S&P/ASX 200 Accumulation Index

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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.