SMALLCO INVESTMENT MANAGER (Smallco)

ACN: 092 626 090   AFSL:  224 108

 

Smallco commenced operations in April 2000 and currently manages in excess of $950m 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

Value trumps growth in funds management battle

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Renaissance of the value fundies

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Top Australian fundies keep delivering the goods

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The small caps pushing for international growth

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How to ride the red hot small-cap rally

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Big chance for investors as Smallco reopens its flagship funds

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Small- and mid-cap gains highlight 'dangerous market'

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Fund managers are ranked after markets rebound

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Smallco keeps its long-term returns record intact
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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.

RETURNS AS AT:
31 Aug 2021

1 month 7.6%
1 Year 28.7%
3 Year 12.3%
5 Year 13.7%
10 Year 20.8%
20 Year 13.5%
Since Inception.
(31/10/2000)
14.6%
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.

RETURNS AS AT:
31 Aug 2021

1 month 6.1%
1 Year 39.0%
3 Year 13.1%
5 Year 13.6%
10 Year 19.4%
Since Inception.
(31/07/2008)
18.1%

       2016 Fund Manager of the Year   Money Management Fund Manager Of The Year 2015 Finalist    LONSEC Fund Manager Of The Year 2014 Finalist - Australian Equities (Long Short)   Smallco is Fund Manager of the Year 2013   LONSEC Money Management Fund Manager Of The Year 2012   LONSEC Money Management Fund Manager Of The Year 2011  LONSEC Money Management Fund Manager Of The Year 2010 Winner