What is the Flinders Emerging Companies Fund (“Fund”)?
The Fund offers investors access to a concentrated portfolio of around 40 quality, growing smaller companies managed by a specialist team whose single focus is on the emerging companies universe.
What are Australian Small Companies?
Small companies or small caps, are companies outside the top 100 listed on the Australian Securities Exchange (ASX). These companies are generally considered to have high growth potential over the long term, but can also be more volatile and carry more risk.
What is the investment team’s approach to investing in Australian Small Companies?
The investment team believe that the way to identify the most attractive opportunities is to undertake consistent, rigorous proprietary company research and financial analysis. Smaller companies can also exhibit significant volatility in returns, so an active, fundamental, research-based process is imperative. The team are resolute in their focus on risk management and ESG assessment in order to maximise gains and limit losses. Watch this video to learn more about the teams approach to investing in Australian small companies.
What is the investment strategy of the Fund?
The Fund utilises an active management approach. The Fund’s investment manager seeks to invest in no more than 40 growing, smaller companies invested over an average time frame of three or more years based on their growth potential.
What benchmark is the Fund measured against?
The Fund’s benchmark is the S&P ASX Small Ordinaries Accumulation Index. This index tracks the top 300 Australian equities on the ASX excluding those in the top 100.
Who is the investment manager?
Flinders Investment Partners is a boutique investment manager that specialises solely on listed Australian small and emerging companies. The investment team has over 60 years of combined experience and the investment professionals have the skills and knowledge to rigorously research and manage investments in emerging companies. All are partners in the business and investors in the Fund.