Zenith maintains “Recommended” rating for the Flinders Emerging Companies Fund

01 March 2022

Research ratings house Zenith has maintained its rating of “Recommended” for the Flinders Emerging Companies Fund following its most recent research review.

Distributed exclusively by Warakirri, the Fund provides investors with access to a portfolio of quality, growing Australian listed smaller companies outside the S&P/ASX Top 100 exhibiting sustainable earnings growth.

In maintaining the “Recommended” rating, Zenith said that its “conviction in the Fund is underpinned by the experienced investment team and its intuitive investment process”. Zenith believes “the Fund is constructed to reflect the best investment ideas of the investment team” and consistent with the team’s high conviction approach the Fund “has achieved its investment objective over the most recent three-year rolling period, outperforming both the benchmark and median manager in its peer group.”

The Flinders Emerging Companies Fund offers a portfolio of typically around 40 stocks which are selected though an active, research-based approach that assesses risk and investment fundamentals. The Flinders team believe that growing businesses can generate the most value for shareholders, especially if they are identified early in their growth phase.