Glennon Capital Small Companies Portfolio

By: Glennon Capital  06-Jan-2011
Keywords: Financial Services, Stocks, Investment Management

This portfolio will give you exposure to listed Australian small companies. The manager undertakes an extensive search process to identify attractively priced companies with growth opportunities and mis priced companies. The portfolio is actively managed on a daily basis.

The portfolio only invests in smaller capitalisation listed securities on the Australian Stock Exchange (ASX)   The portfolio does not invest in top 100 companies.

It is typical for the cash position to vary between 0-15%. The portfolio will hold between 30 -50 positions and will ideally consist of not more than 20 core positions. 

The Small Companies Portfolio is benchmarked against the S&P/ASX Small Ordinaries Accumulation Index.  The objective of the portfolio is to outperform this benchmark over the medium to long term.

This Portfolio is suitable for:

  • Long-term investors who believe in the wealth-creation potential of equity investments
  • Investors who seek investment exposure to smaller companies
  • Investors  who understand that returns over short time period will fluctuate

Keywords: Financial Services, Funds, Invest, Investment Company, Investment Management, Portfolio Management, Stock Market, Stocks

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Glennon Small Companies Limited

Glennon Small Companies Limited (ASX:GC1) is an ASX listed investment company. The Company invests in a concentrated portfolio of high quality small cap, microcap and emerging listed companies outside the S&P/ASX 100.