Fund In Focus: Centennial Asset Management
Centennial Asset Management was founded three years ago by myself together with Gary Joffe and Glen Poswell. We are a long/short equity fund focused on ASX small caps.
We believe the small cap segment is a more fertile hunting ground for investments than the well-researched blue chips. We think we can harness these opportunities through bottom-up research, market knowledge, and our strong network.
In this Fund In Focus, I explain the key aspects of our fund and how we uncover opportunities in the small end of the market.
Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.