Our Australian Smaller Companies Strategy invests in companies listed on the ASX that we believe will provide solid and consistent risk-adjusted returns with strong capital growth. Our dedicated small cap team undertakes detailed proprietary research to identify market inefficiencies where more hidden value can be captured.
We dig deeper
We undertake rigorous fundamental and bottom-up research across industries, companies, products,
competitors and regulators to better understand opportunities. ESG is an integral pillar of this process.
Uncover hidden value
With an exclusive focus on small companies, our team identifies quality businesses with strong management teams, sound balance sheets, and strong cash flow generation that we believe are underpriced.
A finely balanced approach
Our style-neutral approach avoids growth or value bias in stock selection and portfolio construction. We balance risk and reward to help deliver a more consistent performance through market cycles.
| Gross Performance 31 October 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Australian Smaller Companies Strategy | -0.79% | 3.10% | 21.70% | 1.44% | 8.62% | NA | 12.28% |
| S&P ASX Small Ordinaries Accumulation Index | 0.80% | 3.77% | 26.65% | -0.61% | 4.65% | NA | 7.10% |
| Relative Return | -1.60% | -0.67% | -4.95% | 2.05% | 3.97% | NA | 5.18% |
CHART
| Net Performance 31 October 2024 |
% per month | % per annum | since inception %p.a1 |
||||
|---|---|---|---|---|---|---|---|
| 1 | 3 | 1 | 3 | 5 | 10 | ||
| Yarra Australian Smaller Companies Fund | -0.86% | 2.88% | 20.67% | 0.29% | NA | NA | 8.71% |
| S&P/ASX Small Ordinaries Accumulation Index | 0.80% | 3.77% | 26.65% | -0.61% | NA | NA | 5.61% |
| Relative Return | -1.67% | -0.89% | -5.98% | 0.90% | NA | NA | 3.10% |
How we invest
We aim to deliver strong and consistent returns using proprietary research and a balanced portfolio construction process. A higher-conviction strategy targets consistent performance over the medium to long term. This approach has consistently outperformed its benchmark since inception in 2016.
Differentiated insights
Our proprietary research looks at companies from every angle. More than 2,500 meetings each year with management, customers and industry experts shape the insights that help us identify opportunities.
Deep thinking
Investment decisions aren’t made lightly. We analyse, test and review our differentiated insights. We apply proprietary cash flow and valuation models, overlayed with macroeconomic data and forecasts.
ESG matters
They’re not just a ‘nice to have’. ESG principles are ingrained in the way we research, invest and deliver. Importantly, they are essential to our detailed risk management framework.
Investment summary
Inception Date
August 2020
Management Fees
Contact us
No. of Holdings
Generally 30-60
Investment horizon
Long term (5-7+ years)
Investment summary
Inception Date
May 2016
Management Fees
By negotiation
No. of Holdings
Generally 30-60
Investment horizon
Long term (5-7+ years)
Head of Australian Equities Research
Katie Hudson
Co-Portfolio Manager
Smallcap Equities
Michael Steele
Our award winning approach to small cap investing has generated significant outperformance since inception.
Managed by Yarra since 2018, this strategy is available through the UBS Australian Small Companies Fund
Explore
Read the PDS
View the TMD
Additional information
Apply online now
0 Comments