New boutique manager launches small-cap fund

fund launch

8 May 2017
| By Oksana Patron |
image
image
expand image

Newly established Australian boutique fund manager, Lennox Capital Partners has launched its small-cap strategy, the Lennox Australian Small Companies Fund, which will target both retail and institutional investors.

The firm was established in March by founding principals, James Dougherty and Liam Donohue, who previously managed the Macquarie Australian Small Companies Fund.

It would be the latest boutique investment manager to be announced under Fidante Partners, the boutique funds arm of Challenger Limited.

According to Lennox, the fund would be seeded by its founders as well as Third Link Growth Fund, an Australian fund of funds founded by industry veteran Chris Cuffe.

The fund would be investing in “businesses with earnings that are forecastable and real”, with the approach aimed to offer investors protection from the volatility associated with small companies.

 “Investing in Australian small caps can offer the potential for strong returns from high quality and fast growing companies, in addition to diversification from traditional index heavy weights,” Donohue said.

“Our flagship small cap strategy offers long term investors a great opportunity to benefit from this vibrant and growing part of the Australian economy.”

The company’s investment approach would utilise both qualitative screening and in-depth fundamental research to identify investment opportunities.

 

 

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 10 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 16 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 14 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 17 hours ago