We aim to deliver strong, sustainable returns from Australian small and mid-cap companies.
Australian Equities Small Cap – finding value from a diverse universe
- Stable team with consistent philosophy and process applied for over a decade
- Focus on quality companies with sustainable competitive advantage protects from downside risks
- Evaluation criteria emphasise sustainability and ESG
Why Aust Equity Small Companies
An experienced team with a disciplined investment process focused on quality companies with sustainable competitive advantages seeking value from the wide range of returns offered by smaller Australian companies.
How we do it
The Australian Equities (Small Cap) team focuses on companies with sustainable competitive advantages, strong financials and quality management, and predictable earnings.
By favouring companies with these attributes, our fundamental bottom-up investment process aims to deliver superior returns and protect from downside risks.
We use six key criteria which we believe have a material impact on profitability to evaluate a company's investment credentials. The key factors are: management, industry, financials, valuation, sustainability (including environmental, social and governance factors) and market factors.
Our research process is enhanced by direct engagement with company board members and management, competitors, suppliers and other stakeholders, which serve as a critical source of idea generation and risk management.
Led by Dawn Kanelleas, we consist of three specialists based in Sydney with an average of 14 years of experience.
We have been together as a team for over a decade, with all three team members having dual portfolio manager and analyst responsibilities.
We were established in 1993 as part of a larger Australian equities team. We were split out from that team in 2016, and as a result, attracted several research house rating upgrades as a stand-alone group.
We believe that excellence in RI, operating to the highest standards of professional ethics and our commitment to our stewardship principles delivers better long term investment outcomes for our clients.
Our RI strategy is based upon three strategic pillars of quality, stewardship and engagement. This strategy is underpinned by a strong governance framework and is supported by our specialist RI team. Each year we publish a responsible investment and stewardship report which outlines our progress in these areas and profiles each of our investment team’s approaches to responsible investment. We also include over 100 case studies of responsible investment in practice
View fund performance and documents available in your region. Not all strategies are available in all regions.