L 10, 6 O’Connell Street,

Sydney NSW 2000

Telephone

02 8256 2888
ASAM was founded in 2003 & comprises high calibre individuals working in a performance-oriented environment.
21st August 2017

L 10, 6 O’Connell Street,

Sydney NSW 2000

Telephone

02 8256 2888
adam_smith

Superior investment returns for our clients

including some of Australia’s most astute professional and sophisticated investors

sydney
Investment process

original thinking to identify opportunities and threats

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Our people

we’re known for our high calibre individuals

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Differentiation

long term investment horizon and broad investment universe

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Ownership

aligns the interests of our investment team with those of our clients

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Small Company Fund

Investing in small companies can be very rewarding over the long term.
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MicroCap Fund

Investing across the market capitalisation spectrum helps unearth investment opportunities often overlooked by others.
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Institutions

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.

About Us

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. 

Insights

December 2016 Monthly Report

  • For the month the Small Ordinaries rose by +3.6%.  Small caps were weaker than large caps (+4.4%) with rotation into larger cap…Read More

September 2016 Monthly Report

  • For the month the Small Ordinaries rose by 1.5%.  Small caps were modestly stronger than large caps (+0.4%).  Small Resources (+5.2%) outperformed driven by…Read More

June 2016 Monthly Report

  • For the month the Small Ordinaries fell by -1.3% with Small Resources +9% outperforming as gold rallied strongly post the UK Referendum.  For the quarter small…Read More
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Our competitive advantage

Experienced

We have a highly experienced investment team.

Disciplined

A robust valuation methodology, utilising a range of valuations metrics.

Professional

Our rigorous process of analyzing the companies in which we invest.

Ownership

Aligns the interests of our investment team with those of our clients.

Differentiation

Our longer term investment horizon and broad investment universe.

Focus

Our focus on maximising clients’ after-tax returns, rather than funds under management.

Our People

Our team comprises high calibre individuals who enjoy working together in a collegiate, performance-oriented environment.  

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Stephen Atkinson, Director & Portfolio Manager
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Peter Mouatt, Non-Executive Director
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Paul Sampson, Non-Executive Director
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Tim Binsted, Investment Analyst
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Garth Francis, Investment Analyst & Business Manager
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Shawn Lee, Investment Analyst

Contact Details

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

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