Small Caps - Imperfectly perfect
It is imperfection that germinates opportunity. In most circumstances this means we buy in the face of conventional wisdom and for the most part in times of uncertainty and fear. In "Small Talk: Imperfectly perfect" (VIEW LINK) Matthew Booker, Senior Portfolio Manager, Australian Smaller Companies, discusses how this can result in bouts of short to medium term underperformance in the portfolio as investment decisions are typically unfashionable, however in theory should generate a superior outcome over the long term for our clients.
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Established in 1961, Schroders in Australia is a wholly owned subsidiary of UK-listed Schroders plc. Based in Sydney, the business manages assets for institutional and wholesale clients across Australian equities, fixed income and multi-asset and global equities.
We believe in the potential to gain a competitive advantage from in-house global research; that rigorous research will translate into superior investment performance. We believe that internal analysis of investment securities and markets is paramount when identifying attractive investment opportunities. Proprietary research provides a key foundation of our investment process and our world-wide network of analysts is one of the most comprehensive in funds management.
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