Global Small Cap

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Overview

The Paradice Global Small Cap strategy was established in August 2010 by lead portfolio manager/analyst Kevin Beck. The team comprises of six investment professionals including Kevin.

The Fund typically invests in 60-80 global franchise businesses with strong net cash, low leverage, operating in a niche market.

We believe that protecting capital in down markets can provide investors with the best opportunity to compound their capital when markets begin to trend upwards.

The Fund employs a bottom up investment process with an absolute return view. We are investors in a very large investable universe (market capitalisation below US$5bn) looking to find investment opportunities anywhere in the world to create a best idea, benchmark agnostics portfolio.

Annualised Gross of Fees Returns since inception to 31 July 2019

Gross Return 14.56%
Benchmark 12.30% (4)
Value Add 2.26%
Inception Date 1 Aug 2010

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.
(4) S&P Global ex Australia and New Zealand Between USD1 Billion and USD5 Billion (AUD) Net Total Return Index.

Objective

The Paradice Global Small Cap Fund aims to outperform the S&P Global ex Australia and New Zealand Between USD1 Billion and USD5 Billion (AUD) Net Total Return Index in AUD over a three to five year period (after management costs and before tax).

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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.