Zenith rates ClariVest Global Small Companies Fund "Recommended"
30 October 2025
Zenith Investment Partners has initiated coverage of the ClariVest Global Small Companies Fund with a “Recommended” rating.
The Fund, who’s underlying investment manager is ClariVest Asset Management (ClariVest), provide 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.
Zenith’s rating report states that “Zenith’s conviction is underpinned by the experience of its investment team, who have consistently implemented the investment process since 2006, which has produced strong excess returns.” In addition, Zenith considers ClariVest’s “stock selection process is highly differentiated and provides a strong input for portfolio construction.”
Established in 2006, ClariVest is a specialist global equities manager based in San Diego with over $9bn in assets under management and advisement. On 31 July 2025, Warakirri launched the ClariVest Global Small Companies Fund, providing exclusive access to ClariVest’s global small companies strategy for Australian retail and wholesale investors.
The ClariVest Global Small Companies 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.
Find out more about the investment opportunity in global small caps.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned WRA6014AU October 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
