Global small caps, big opportunities
13 November 2025
Appreciating the underappreciated
Financial Standard recently featured Gashi Zengeni, Portfolio Manager, ClariVest Asset Management on their FSiTV Product Showcase.
In the interview, Gashi explores the powerful potential of underappreciated growth in global small caps and the opportunities for investors in the asset class. Gashi also shares how ClariVest’s investment process is designed to capture the underappreciated growth opportunities that may have been overlooked by the market, noting that “Our process at ClariVest is designed so that we can systematically find those stocks where we believe that strong recent growth will persist into the future, and that is the underappreciated growth opportunity we’re looking for.” By recognising these opportunities early, the ClariVest team believe global small caps can deliver sustainable, above-market returns for investors.
Find out more about ClariVest’s approach to investing in global small companies by visiting Financial Standard’s FSiTV Product Showcase below where you can watch the full video interview.
Warakirri has partnered with US-based ClariVest Asset Management to provide access to ClariVest’s global small companies strategy for Australian investors, via the Clarivest Global Small Companies Fund.The Fund offers an actively managed and diversified portfolio of 80 -160 global small companies. The investment team integrate proprietary quantitative screening tools with fundamental analysis to identify companies that have been underappreciated by the market. The investment process seeks to create a diversified portfolio with a discounted P/E multiple relative to what might be expected, given the strength in company fundamentals.
