Small caps investing: what’s the big idea?
Small caps stocks represent just over 8 per cent of the Australian equity market. Due to limited broker coverage and company data, these stocks can be difficult to value without... Read article
Quicklinks
Downloads
Managed funds - Australian small caps
| Overview | Ratings | Methodology | Investment team |
Overview
Avoca Investment Management (Avoca) was established in May 2011 by John Campbell and Jeremy Bendeich in partnership with Bennelong Funds Management.
John and Jeremy have a wealth of investment management experience and worked together as Portfolio Managers at UBS on the UBS Australian Small Companies Fund, which was awarded the Australian Fund Managers' Best Small Cap Fund Manager of the Year in 2009.
The team manages the Bennelong Avoca Emerging Leaders Fund. The Fund, which typically holds 30-50 stocks (with a maximum of 70 allowable), is actively managed with investment decisions driven by the team's assessment of relative value. In turn, this is driven by deep fundamental investment research, which ultimately seeks to arrive at an intrinsic value for each stock. Through the application of sound risk management principles including sector and stock concentration rules and tracking error limits, the team seeks to minimise volatility of returns whilst maintaining strong long-term investment performance.
- « Previous page
- Next page »