Global Small Mid Cap Fund

About the Fund

The Paradice Global Small Mid Cap Strategy does not bias value or growth but if we had to categorise the investment style it would be a mixture of Growth at a Reasonable Price underpinned by strong valuation metrics.

The fund employs a bottom-up investment process to build a diversified portfolio of undervalued global securities. Our investment process is focused on identifying securities that exhibit four key characteristics – undervaluation, business quality, strong financial metrics and shareholder friendly management teams. As value investors we strive to buy assets with at least a 30% discount to our assessment of intrinsic value. While undervaluation is the lynchpin of our process, investment candidates must also exhibit unique business quality with solid financial strength and management teams that know how to grow business value. We search out companies that exhibit limited amounts of financial and operating leverage.

We search out those conservative management teams that understand business quality, the power of a strong balance sheet and what it takes to grow business value over time.

By building a diversified portfolio of 40-80 global investments that exhibit these key characteristics, we believe we would be able to generate strong, long term risk adjusted returns.

Fund Objective

The Paradice Global Small Mid Cap Fund aims to outperform the S&P Global BMI (US$1bn – $5bn Market Cap Range) Net Total Return Index by 3%pa over a three year cycle.

Who can invest?

The Paradice Global Small Mid Cap Fund is available for direct investments by Wholesale Investors (Please refer to the how to invest page of our website). Retail Investors please speak to a financial planner about accessing the Fund via a platform service or contact our retail sales staff.

Platform Availability

AMP North
ANZ Grow Wrap
BT Panorama
BT Wrap
Colonial First Wrap
IOOF Pursuit
Macquarie Wrap
MLC Wrap
Power Wrap

Retail Sales Contacts

Jude Fernandez
National Sales Manager VIC/TAS/SA/WA
Tel: 02 8227 7423
Mobile: 0414 604 772

Dario Conte
Key Account Manager NSW/ACT/QLD
Tel: 02 8227 7417
Mobile: 0478 322 084

Research Ratings