Small Company Fund
Investing in small companies can be very rewarding over the long term.
Investing across the market capitalisation spectrum helps unearth investment opportunities often overlooked by others.
Adam Smith Asset Management has extensive experience managing institutional mandates across the Small and Micro Capitalisation sectors of the ASX.
Established in 2003, Adam Smith Asset Management is a boutique Australian equities fund manager. Our goal is to achieve superior investment returns for our clients, who include some of Australia’s most astute professional and sophisticated investors.
Our investment process is based on rigorous ‘bottom-up’ fundamental analysis, frequent contact with company management and other industry participants and a disciplined approach to valuations.
We’ve taken our name from Adam Smith, the 18th century Scottish philosopher who is generally considered to be the father of modern economics. His name is synonymous with insight, independent thinking, diligence, discipline and high standards. Adam Smith Asset Management aspires to the same standards.
The Adam Smith Small Company Fund has achieved an enviable track record of outperformance against its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, and other Australian small cap managers.
December 2015 Monthly Report
- For the month the Small Ordinaries rose strongly (+3.9%) outperforming the ASX 100 Leaders which rose by +2.6%. The Small Resources index (+4.4%) recovered some…Read More
June 2015 Monthly Report
- The month was dominated by developments in Europe as a Greek debt default became more likely, when opposing sides failed to negotiate a compromise. There was also growing alarm over the…Read More
September 2015 Monthly Report
- For the month the Small Ordinaries fell by -0.5% outperforming the ASX 100 Leaders which fell by -3.1%. Small Industrials rose by +1.0% and Small Resources fell by -10.0%. Global equity markets…Read More
We have a highly experienced investment team.
A robust valuation methodology, utilising a range of valuations metrics.
Our rigorous process of analyzing the companies in which we invest.
Aligns the interests of our investment team with those of our clients.
Our longer term investment horizon and broad investment universe.
Our focus on maximising clients’ after-tax returns, rather than funds under management.
Our team comprises high calibre individuals who enjoy working together in a collegiate, performance-oriented environment.
Stephen Atkinson, Director & Portfolio Manager
Patrick Teodorowski, Portfolio Manager
Peter Mouatt, Director & Portfolio Manager
Garth Francis, Investment Analyst & Business Manager
Shawn Lee, Investment Analyst
Tim Binsted, Investment Analyst
Adam Smith Asset Management Pty Limited
ABN 50 105 984 003 ~ AFS Licence 236511
Write to us at:
Level 10, 6 O’Connell Street, Sydney, NSW, 2000
Tel: 02 8256 2888