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 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 July 2019

Gross Return 16.27%
Benchmark 6.22%(1)
Value Add 10.05%
Inception Date 1 Jul 2000

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.
(1)Benchmark is S&P/ASX Small Ordinaries Total Return Index.

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.

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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.