Australian Small Cap

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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 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 16.47%
Benchmark 5.60%(1)
Value Add 10.87%
Inception Date 1 Jul 2000

Objective & Benchmark

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

(1) Benchmark – 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.