ClariVest Global Small Companies
Warakirri has partnered with ClariVest Asset Management, a specialist investment firm founded in 2006 and based in San Diego, to exclusively bring their Global Small Companies capability to wholesale and retail Australian investors. ClariVest has a proven track record managing global equities, including global small companies, for investors around the world and has over $12bn* in assets under management and advisement.
Finding underappreciated growth opportunities
The strategy provides investors with access to an actively managed global small-cap portfolio focused on identifying ‘underappreciated growth’ – where behavioural biases have created a gap between investor sentiment and improving fundamentals.
A behavioural approach
Access a portfolio of 80 – 160 global small-cap companies that exploits investor inefficiencies around company growth cycles.
Leveraging the power of Integration
Combining proprietary quantitative tools and focused fundamental analysis to find underappreciated growth.
A proven track record
Benefit from a well-tested investment process that has achieved consistent outperformance over many market cycles.
Meet the Investment Manager
Watch this video with Alex Turner, Senior Portfolio Manager, to learn more about ClariVest Asset Management and the team’s approach to investing in global small companies.
In this video, Alex Turner, Senior Portfolio Manager at ClariVest Asset Management discusses the ClariVest Global Small Companies strategy and the opportunities the team are currently finding in the asset class.
Integrating Quantitative Tools with Fundamental Insights
ClariVest employs proprietary quantitative tools to cast the net wide in their search for small companies that meet their criteria to generate buy, sell and hold suggestions. However, markets aren’t purely science – ClariVest’s investment team also conduct qualitative research to identify instances of “underappreciated growth”.
What is the opportunity?
Underappreciated Growth.
While markets cycle, ClariVest’s focus remains on individual companies. Investors tend to anchor to the past and underreact to recent news, creating instances of “underappreciated growth”.
How do we find these companies?
A blend of science and art.
We cast a wide net using sophisticated screening, then apply focused fundamental work to select our investments.
What’s the result?
A risk aware, diversified portfolio.
Our investment process results in a portfolio that is diversified by country and sector, and seeks to consistently deliver excess return across all market cycles.
ClariVest’s Track Record
Consistent outperformance of the strategy since inception
ClariVest’s track record in delivering consistent outperformance to investors in the global small companies asset class is compelling.
Performance shown is for the ClariVest Global Small Companies composite strategy which commenced in April 2020. For further details read the disclaimer below.
Disclaimer:
- *Composite strategy inception date 03/04/2020.
- Performance shown is for the ClariVest Global Small Companies composite strategy and not for the ClariVest Global Small Companies Fund ARSN 688 722 232. The Global Small composite strategy includes all discretionary accounts primarily invested in Global Small Cap equities. Securities in the Global Small composite portfolios are primarily selected from investment universes consisting of stocks traded in all countries represented in the MSCI World Small Cap Index.
- Past performance is not a reliable indicator of future performance.
- The 1, 3, 5 and Since Inception returns are annualised. Periods less than 1 year are not annualised. The performance data quoted represents past performance. Investment return and principal value will fluctuate so that an investor’s portfolio, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted.
How to invest?
Warakirri is the exclusive distribution partner for ClariVest Asset Management in Australia. For more information on how to invest, visit ClariVest Global Small Companies Fund.
Alternatively, you can contact us on 1300 927 254 or contact@warakirri.com.au.
*ClariVest total assets under management exceeds AUD$12bn as at 31/12/25.
This information has been published by Warakirri Asset Management Ltd (ABN 33 057 529 370) (AFSL 246782) (Warakirri) to provide general information and does not constitute financial advice as it does not take into account an individual’s personal objectives, financial situation or needs, and is not an offer or solicitation to enter into an agreement. This information relates to the ClariVest Asset Management LLC(ClariVest) global small companies capability and strategy, and may differ from the ClariVest Global Small Companies Fund ARSN 688 722 232 (Fund) issued by Warakirri. Past performance is not a reliable indicator of future performance. Investment decisions should not be made upon the basis of past performance or distribution rate, since each of these can vary.
Investors should not rely on the information on this website and should refer to the Fund’s Product Disclosure Statement (PDS), Additional Information Booklet and Target Market Determination (TMD), and seek independent advice from their financial adviser. A PDS and TMD for the Fund is available on this website or by calling 1300 927 254. The PDS and TMD should be considered before making an investment decision.
This website is intended for Australian investors only. Information on this website may not be suitable for all investors and clients. By using this website you agree to and acknowledge the Terms of Use. Click here to view Terms of Use.
Risks
Investments entail risks, the value of investments can go down as well as up, and investors should be aware they might not get back the full value invested.
International investing presents specific risks, such as currency fluctuations, differences in financial accounting standards, and potential political and economic instability. Investing in small companies is based on the premise that relatively small companies will increase their earnings and grow into larger, more valuable companies. However, as with all equity investing, there is the risk that a company will not achieve its expected earnings results, or that an unexpected change in the market or within the company will occur, both of which may adversely affect investment results. Historically, small-cap stocks have experienced greater volatility than other equity asset classes, and they may be less liquid than larger-cap stocks. Thus, relative to larger, more liquid stocks, investing in small-cap stocks involves potentially greater volatility and risk. Moreover, as with all equity investing, there is the risk that an unexpected change in the market or within the company itself may have an adverse effect on its stock. The biggest risk of equity investing is that returns can fluctuate and investors can lose money. Quantitative risk involves the dependence on proprietary quantitative tools for security selection which may not be predictive of a security’s value. Sector investments are companies engaged in business related to a specific sector. They are subject to fierce competition and their products and services may be subject to rapid obsolescence. There are additional risks associated with investing in an individual sector, including limited diversification.