SMALLCO INVESTMENT MANAGER (Smallco)
Smallco commenced operations in April 2000 and currently manages $900m spread across the Smallco Investment Fund, the Smallco Broadcap Fund and a Broadcap mandate from a family office.
Smallco was founded by Rob Hopkins and Bill Ryan who had worked together previously at ANZ Securities during the 1990’s. They founded Smallco on the premise that inefficiencies do exist within the pricing of smaller companies within the Australian listed securities market. Read more
Smallco in the news
Smallco keeps its long-term returns record intact
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Top small cap manager Smallco turns investors away
Australia's Best Stock Fund Is Winning With Cash
An interview with Andrew Hokin
Smallco Broadcap Fund (SBF)SBF is a concentrated Australian Equities fund that provides a broader exposure to the Australian equity market than the primarily small cap focused SIF.
PERFORMANCE
RETURNS AS AT:
31 Aug 18
| 1 Month | 4.3% |
|---|---|
| 1 Year* | 26.4% |
| 3 Years* | 16.3% |
| 5 Years* | 16.0% |
| 10 Years* | 19.3% |
| Since Inception.* (31/07/08) |
19.6% |
Smallco Investment Fund (SIF)SIF invest in high quality, smaller companies whose share price differs significantly to what Smallco considers to be the true underlying value.
PERFORMANCE
RETURNS AS AT:
31 Aug 18
| 1 Month | 6.3% |
|---|---|
| 1 Year* | 31.7% |
| 3 Years* | 19.2% |
| 5 Years* | 17.3% |
| 10 Years* | 17.2% |
| Since Inception.* (31/10/00) |
15.0% |
