Langdon expands global footprint of small caps | Australian Markets
Boutique global small firms supervisor and Pinnacle Investment Management affiliate, Langdon Equity Partners, has expanded the market presence of its proprietary strategy throughout three key areas.
The launch of the Langdon Global Smaller Companies Fund – UCITS coincides with the opening of one other workplace location in London, catering for traders throughout the United Kingdom, Europe and Asia who search publicity to Langdon’s global small caps strategy.
The strategy affords a concentrated portfolio with a high conviction focus of 25 to 40 small firms listed on developed market exchanges, and is measured towards the MSCI World Small Cap Net Index. The Australian unit trust has returned 18.7 per cent each year after charges since its inception in June 2022, outperforming the benchmark by 6.9 per cent p.a.
“The London office and the launch of a UCITS Fund are both a natural extension of our global investment strategy, one that has continued to develop in both scale and sophistication,” Greg Dean, Langdon’s Founder and Lead Investor, stated.
“Our growing presence within the area, unlocks important entry to investment alternatives – and permits us to construct relationships with shoppers, management groups and corporations a lot more persistently than we may making 6-8 journeys per yr as we have now over the past decade or so.
“Global small cap, as an asset class, was in its infancy 10 years in the past after we launched this strategy at my predecessor firm. We noticed it as a fruitful looking ground to take advantage of and we consider we have now confirmed expert at extracting alpha from the big and inefficient universe of listed firms below US$10B whereas delivering robust absolute returns.
“Our portfolio will be positioned in companies that we believe have strong fundamentals and will continue to deliver cashflow growth of 10-15% per share over the cycle. We also believe combining global small caps with either global large caps or regional mandates may improve diversification and enhance long-term returns.”
Langdon Equity Partners relies in Toronto, Canada and now manages over US$300 million in global and Canadian small cap methods.
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