Lennox Capital Partners Launches Australian Microcap Fund
Active boutique equities fund manager, Lennox Capital Partners has announced the launch of an Australian microcap fund.
Read moreLennox was founded in 2017 by James Dougherty and Liam Donohue. The pair previously worked at Macquarie Group where they managed the Macquarie Australian Small Company and Microcap funds. During their time working together, the Macquarie Australian Small Company fund consistently delivered top quartile returns, outperforming both its benchmark and peers. The Fund was also a finalist in the 2016 Australian Fund Manager of the Year Awards in the Australian Small Cap category.
Lennox's active bottom-up approach to investing utilises both qualitative screening and in-depth fundamental research to identify investment opportunities. Coupled with rigorous, deep-dive research ‘on the ground’, their investment process has consistently outperformed the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.
Lennox is an active, bottom-up stock picker. Their deep-dive, fundamental approach to investing is style-agnostic and utilises an effective yet structured process. Lennox identify mispriced opportunities, apply a rigorous qualitative screen to those opportunities, and then independently forecast earnings for any investment candidates. Ultimately Lennox invests in companies that have medium term valuation upside that will not disappoint in the short term.
S&P/ASX Small Ordinaries Accumulation Index
Current as of March 2018
Inception Date
Management Cost
Suggested Minimum Time Frame
Funds Under Management*
Distribution Frequency
Minimum Investment
APIR Code
*Funds under management displayed at a class level only.
Interests in the Lennox Australian Small Companies Fund ARSN 617 995 918 are offered by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante Partners). Fidante Partners has appointed Lennox Investment Partners as the investment manager of the Fund.
-1.33%
1 month
-0.94%
3 months
-
1 year
-
3 years (p.a.)
-
5 years (p.a.)
-
10 years (p.a.)
25.33%
Since inception (p.a.)
To view historical unit prices and distributions click here
Forms
Reports & Flyers
Product Updates
March 2018
Update to the investment return objective
January 2018
Change to the contact information for the Financial Ombudsman Service
Lennox is an active, bottom-up stock picker. Their deep-dive, fundamental approach to investing is style-agnostic and utilises an effective yet structured process. Lennox identify mispriced opportunities, apply a rigorous qualitative screen to those opportunities, and then independently forecast earnings for any investment candidates. Ultimately Lennox invests in companies that have medium term valuation upside that will not disappoint in the short term.
S&P/ASX Small Ordinaries Accumulation Index
Current as of March 2018
Inception Date
Management Cost
Suggested Minimum Time Frame
Funds Under Management*
Distribution Frequency
Minimum Investment
APIR Code
*Funds under management displayed at a class level only.
Interests in the Lennox Australian Microcap Fund ARSN 623 308 869 are offered by Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante Partners). Fidante Partners has appointed Lennox Investment Partners as the investment manager of the Fund.
To view historical unit prices and distributions click here
Forms
Reports & Flyers
Available from March 2018
Product Updates
January 2018
Change to the contact information for the Financial Ombudsman Service
Active boutique equities fund manager, Lennox Capital Partners has announced the launch of an Australian microcap fund.
Read moreFidante's new boutique manager, Lennox Capital Partners, was featured in the Australian Financial Review.
Read moreLennox Capital Partner’s James Dougherty and Liam Donohue provide their views on navigating the small caps landscape, why being active is key to picking winners, and how short-term market interpretations are creating some standout opportunities.
Read more