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Showing 11 - 20 of 41 results for "MicroCap Fund"

Aussie small-cap fund returns 40%

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... (49% p.a.), BetaShares Geared US Equity ETF (47% p.a.), and Fiducian India Fund (45% p.a.). The Spheria Australian Microcap Fund (45.1% p.a.), Ausbil Global Resources Fund (45% p.a.), Perpetual Geared Australian Share Fund (44.8%), First Sentier Wholesale ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... 83% p.a. Auscap Long Short Australian Equities (76% p.a.) came in third place, followed by the Spheria Australian Microcap Fund (73% p.a.), India Avenue Equity Fund (69% p.a.), Ausbil Australian SmallCap Fund (69% p.a.) VanEck Australian Banks ETF (65% ...

Boutique hires portfolio manager from Ausbil

ELIZABETH MCARTHUR  |  THURSDAY, 23 SEP 2021
A boutique fund manager has appointed a new portfolio manager, hiring from Ausbil's small and microcap team. Melbourne-based ICE Investors has appointed Mason Willoughby-Thomas to the position of portfolio manager within its investment team. He will ...

Co-portfolio manager departs Ausbil

ELIZABETH MCARTHUR  |  TUESDAY, 29 JUN 2021
The co-portfolio manager for Ausbil's MicroCap Fund and SmallCap Fund will depart after four years with the Aussie equities manager. Mason Willoughby-Thomas has been with Ausbil since 2017. In a note to investors, Ausbil informed them that Willoughby-Thomas ...

High performance funds significantly underperform: Research

ALLY SELBY  |  FRIDAY, 11 SEP 2020
... p.a.). Pengana Emerging Companies Fund (1.6% p.a.), Investors Mutual Small Cap Fund (-1% p.a.) and Spheria Australian Microcap Fund (-1.7% p.a.) were the worst performance in the Australian equities small cap space. Due to extreme market moves seen throughout ...

K2 Asset Management reports loss

KANIKA SOOD  |  FRIDAY, 14 AUG 2020
... relationships with Principal Funds Management, Odyssey Asset Management and Paua Wealth Management, and launched Annapurna Microcap fund. "K2 is vigilant and fit for evolution. The commitment to our unitholders remains unchanged and we remain resolute ...

Yarra Capital adds to investment team

KANIKA SOOD  |  FRIDAY, 1 FEB 2019
... remained the responsible entity and looked after their distribution after the change. As a part of the change, UBS microcap fund manager Joel Fleming crossed over to Yarra Capital. A spokesperson said the boutique will also add an analyst to support ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... Fidante-aligned Australian equities boutique Lennox Capital Partners is launching a new micro-cap fund. The Lennox Australian Microcap Fund will hold between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries ...

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... recruitment of Joshua Clark as an investment analyst. Clark joined Ophir having previously held roles at Ausbil Microcap Fund, Bennelong Australian Equity Partners and Bell Potter Securities. "We're very excited to welcome Josh to the team," Ng said ...

Ophir Asset Management expands investment team

EMMA RAPAPORT  |  TUESDAY, 28 NOV 2017
... Joshua Clark joins Ophir with a strong background in smaller company research, following recent stints at Ausbil Microcap Fund and Bennelong Australian Equity Partners. Prior to this, he was a quantitative associate with Bell Potter Securities. "We're ...