An established and successful Australian small cap strategy

The Yarra Australian Smaller Companies Strategy offers investors exposure to small sized companies listed in the Australian Securities Exchange.

Using Yarra’s differentiated investment approach, the Fund seeks to unlock potential in the smallcap universe. The Strategy typically contains 30-60 securities, and we aim to outperform the S&P/ASX Small Ordinaries Accumulation Index over rolling five-year periods.

Reasons to consider investing

A dedicated smallcap team with a proven track record

Our team comprises specialists who focus exclusively on small and microcap companies, led by Katie Hudson (Portfolio Manager, Smallcaps) and supported by Michael Steele (Co-Portfolio Manager, Smallcaps). They are supported by a broader Australian equities team comprising 14 members with an average 16 years’ investment experience. We have an investment team of the highest quality; our diversity of experience brings varied perspectives to stock and portfolio construction discussions.

A large and inefficient opportunity set

Yarra’s philosophy is based on the belief that markets are not perfectly efficient and that prices of certain Australian listed equities can often be significantly over or undervalued. In a $A254,398mn¹ market, identifying these inefficiencies can be a source of large outperformance.

Independent thinking and differentiated insights

Our process of undertaking rigorous proprietary research is an invaluable advantage when focusing on the smaller end of the listed market, where we believe there is more hidden value to be captured. We undertake rigorous proprietary research to identify and test our differentiated insights, with analysis of Environmental, Social & Governance (ESG) risks an integral part of this process.

Portfolio construction which balances risk and reward

Balance across investment styles and stock selection helps to deliver more consistent performance across market cycles. Our analysis avoids growth or value bias, uses multiple channels and focuses on opportunities across different time ranges.

Open to new investment for all Australian investors

Institutional investors wanting further information on the Yarra Australian Smaller Companies Strategy should contact a member of the Firm’s Client Team. Contact information can be found here.

All other Australian investors can access the Yarra Australian Smaller Companies Strategy via the UBS Australian Small Companies Fund, a fund which has been managed by Yarra Capital Management since Dec 2018. For more information on the UBS Australian Small Companies Fund, or to speak to a representative from UBS Asset Management, please reach out to the UBS Wholesale Client Coverage team.

Simply Swipe to obtain further table informatin

* The returns shown are gross of all fees, meaning they do not reflect the deduction of any investment management fees which would reduce returns and assume reinvestment of distribution. Excess Return is the difference between the Portfolio’s gross return and its benchmark. Investment in the Portfolio is not available on a fee free basis and this should be factored into any analysis of past performance. Past performance is not a reliable indicator of future performance. 

How to invest?

Institutional investors wanting further information on the Yarra Australian Smaller Companies Strategy should contact a member of the Firm’s Client Team. Contact information can be found here.

All other Australian investors can access the Yarra Australian Smaller Companies Strategy via the UBS Australian Small Companies Fund, a fund which has been managed by Yarra Capital Management since Dec 2018. For more information on the UBS Australian Small Companies Fund, or to speak to a representative from UBS Asset Management, please reach out to the UBS Wholesale Client Coverage team.