Tyndall AM launches Australian small-cap fund
Tyndall Asset Management has announced the launch of a new Australian small-cap investment fund.
It would invest in a diversified portfolio of some 25–70 Australian small-cap companies believed by the asset manager to be undervalued.
The Tyndall AM Australian Small Companies fund would be managed by co-portfolio managers Tim Johnston, deputy head of Australian equities and James Nguyen, portfolio manager and senior analyst.
“We’re excited to be adding Australian Small Caps to our suite of capabilities and are confident that our proven intrinsic value process is well suited to finding opportunities in what remains a more inefficient part of the market,” said Johnston.
“This new fund has been many years in the making, and we’re confident that coupling our strong focus on quality and free cash flow generation will set us apart from the pack.”
Nguyen noted that the managers brought over 40 years of combined market experience to the fund.
He said: “We’re confident in our ability to find great investment opportunities across the market spectrum, including in sectors such as resources where Tyndall’s depth of experience differentiates us from many small-cap investors.”
“Tim and James are outstanding portfolio managers in their own right, and we’re delighted to be bringing a new product to market where there’s a clear gap for us to participate and for their combined talents to shine,” added Brad Potter, Tyndall AM head of Australian equities.
The asset manager’s 12-person investment teams managed some $9 billion in funds under management, working with retail and institutional investors, private clients, superannuation clients, and charitable trusts.
Established in 1989, Tyndall AM became part of Yarra Capital Management Group in April 2021 following the acquisition of Nikko AM’s Australian business.
Recommended for you
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its risks and returns and of client goals.
Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month.
The struggle to recruit specialist expertise in alternative asset classes means senior analyst salaries are surpassing $200,000 as fund managers compete for talent, observes Kaizen Recruitment.
TWC Investment Management, which launched in September, has unveiled a long-only equity fund targeting global wealth creator stocks.