Lennox small cap fund gets ‘recommended’ rating
Lennox Capital Partners has received a ‘recommended’ rating for its recently launched Australian Small Companies fund from Zenith Investment Partners.
Zenith said that it had “a high regard for the senior members of the investment team given their experience and track record of out-performance”.
The fund, which was launched in May, aims to provide investors with exposure to a high-quality portfolio of Australian smaller companies by employing bottom-up research effort to identify mispriced securities.
Lennox was established in March this year, in conjunction with Fidante Partners, as a boutique funds management business and division of Challenger Limited and is run by James Dougherty and Liam Donohue, who were long-time portfolio managers of the Macquarie Australia Small Company and Micro cap funds.
“We have received a strong level of interest since the launch and with this rating hope to maintain that momentum,” Dougherty said.
AUTHOR
Oksana Patron
Recommended for you
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market.
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.
Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.
