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 US$5bn – US$200m) 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 Oct 2018
Gross Return 14.96%
Benchmark 12.21% (4)
Value Add 2.75%
Inception Date 1 Aug 2010

Objective & Benchmark

The Paradice Global Small Cap Fund aims to outperform the benchmark over a rolling three to five year period.

(4) Benchmark – S&P Global BMI (US$1bn – $5bn Market Cap Range) Net Total Return ex Australia and New Zealand Index

Ready to Invest?

Visit our Investor Centre for more information and how you can invest.

  1. Investor Centre

Our strategies

At Paradice we manage investment capital on behalf of a range of investors including institutional, private wealth, family offices and individual investors.