Australian Mid Cap

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The Paradice Australian Mid Cap strategy was established in September 2007 by portfolio manager/analysts Matthew Riordan and John Lake. In February 2018 James McBeath joined the team as portfolio manager/analyst.

The Fund typically invests in 50-70 companies listed outside of the S&P/ASX 50 with a market cap lower limit of $400m, 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 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 11.47%
Benchmark 5.22%(2)
Value Add 6.25%
Inception Date 25 Sep 2006

Objective & Benchmark

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

(2) Benchmark – Composite Index: 70% of the S&P/ASX Mid Cap 50 Accumulation Index + 30% of the S&P/ASX Small Ordinaries 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.