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First Sentier Investors

  •   5 March 2021
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Two First Sentier Investors Small Caps Funds recommended by Zenith Investment Partners

5 March 2021 - Zenith Investment Partners has initiated coverage of First Sentier Investors’ Wholesale Developing Companies Fund and Wholesale Future Leaders Fund (the Funds) and provided a Recommended rating for both. The Funds offer investors diversified Australian smaller companies and micro-cap exposure.

In its product assessment released on 29/01/21, Zenith states that Senior Portfolio Managers of the Fund, Tim Canham and Wik Farwerck, “have the requisite experience to successfully manage the funds”. It also notes their “long working tenure, which we believe ensures consistency in the application of the longstanding investment approach and philosophy.” Mr Canham and Mr Farwerck both have over 20 years’ investment experience and have been with the organisation since 2000 and 2006, respectively.

The Funds’ investment philosophy is based on the view that growing companies, generating and reinvesting returns in excess of their cost of capital, provide the greatest value to shareholders. 

Mr Canham said, “We believe that successful investing in small and micro cap companies hinges on strong balance sheets, quality management and visible, predictable earnings and cashflow. 

“The smaller end of the market provides investors with the opportunity to share in the success of quality Australian companies. We also appreciate our role of providing valuable capital to growing Australian companies, in order for them to achieve their goals. It's pleasing to see our Developing Companies and Future Leaders Funds receive a Recommended rating, which will help support their ongoing growth and increase awareness among clients.”

– ENDS – 

 

  •   5 March 2021
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