Investment partnership to offer new Aussie | Australian Markets

Funds management platform supplier, Mantis Funds, has added Sydney-based Balmoral Investors to its suite of boutique investment companions and launched a new micro-cap answer for Australian buyers.

The Balmoral Investors Micro Cap Fund affords a diversified portfolio with publicity to high quality micro-cap corporations particularly with a market capitalisation beneath $750 million.

The fund additionally leverages the wealth of expertise introduced by its two founders and senior portfolio managers, Tim Canham and Wik Farwerck, who carry a profitable monitor report of bottom-up micro-cap investing at Colonial First State Global Asset Management and First Sentier Investors.

“There is strong and growing interest from private clients and their advisors in quality micro-cap investments managed by seasoned investors. However, accessing experienced portfolio managers with capacity is very challenging. We are privileged to have reconnected with our old friends and colleagues, Tim Canham and Wik Farwerck, to bring their capability to our clients,” Damien Hatfield, Partner and Head of Distribution at Mantis Funds, stated.

“Tim and Wik have outstanding track records in the micro-cap universe and we are excited to see how they blossom in their new (wholly investment owned) guise.”

Balmoral Investors turns into the sixteenth boutique accomplice of Mantis Funds, including to the present $50 billion in funds beneath management (FUM) throughout a selection of actively managed methods and asset lessons.

Canham and Farwerck have collectively managed over $1 billion in FUM for more than 15 years, outperforming the related benchmark by 8.3 per cent every year over the identical period.

“We are delighted to be able to offer a new capability in micro-cap investing, albeit with two experienced portfolios managers at Balmoral Investors. For too long micro caps have been seen as simply an addendum to small cap investing. We disagree with that and believe it is a very different skill set given the size, liquidity and capital constraints micro-cap companies face. We see this part of the market as very under-researched and below the radar of the passive investor cohort. Valuations are as attractive as I have seen across my career,” Tim Canham, portfolio supervisor at Balmoral Investors, stated.

“After managing one of the biggest micro-cap merchandise within the market at circa $500 million for over 15 years, with a robust report of alpha era, we’re very nicely outfitted to invest on this space. By concentrating on a particular half of the share market, particularly stocks with a market cap under $750 million, we will focus our analysis and stock selecting experience.

“Our ability to maintain continuity with our previous portfolio construction methods, detailed financial modelling and investment process has given Balmoral a fast start to creating a new investment house” Wik Farwerck, portfolio supervisor at Balmoral Investors, stated.