Smallco Investment Manager Limited

Overview

Smallco Investment Manager Limited is a Sydney-based boutique investment manager specializing in Australian equities. The firm manages approximately $650 million across two primary funds: the Smallco Investment Fund (SIF) and the Smallco Broadcap Fund (SBF). SIF is a concentrated Australian smaller company-focused fund, typically investing in 20-35 higher-quality smaller companies. It is predominantly long-only but can short when suitable opportunities arise. SBF is a long-only concentrated Australian equities fund that provides broader exposure to the Australian equity market than SIF, with the flexibility to invest up to 40% in companies with a market capitalization of less than $1 billion. Founded in April 2000 by Rob Hopkins and Bill Ryan, Smallco was established on the premise that inefficiencies exist within the pricing of smaller companies in the Australian listed securities market. The firm emphasizes a disciplined investment approach, focusing on high-quality companies with strong growth potential. Over the years, Smallco has built a reputation for its expertise in identifying undervalued opportunities within the Australian market, aiming to deliver superior returns to its investors.

Investment Focus

• Australian residency for investors
• Accredited investor status

Portfolio Companies