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🔥 This hedge fund gained 26.16% in the last month. Get their top stocks with our free stock ideas tool. See stock ideas
3.450
-0.010
-0.17%
- Morningstar Rating:
- Total Assets: N/A
BT Wholesale MicroCap Opportunities Fund
3.450
-0.010
-0.17%
- Overview
- Profile
- Historical Data
- Holdings
Pendal Microcap Opportunities Fund Overview
On this page you'll find an in-depth profile of Pendal Microcap Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007IUG among other information.
Investment Strategy
The Fund is actively managed and invests primarily in a portfolio of 40-60 Australian companies with market capitalisation or free float of generally less than $250 million at initial investment that we believe are trading below their assessed valuation. The Fund may also invest in equivalent companies listed on the New Zealand Stock Exchange.
Contact Information
Address
Sydney NSW 2000
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9220 2000
Fax
+61 02 9220 2305
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Lewis Edgley | - | 2021 | Now |
| Biography | As Portfolio Manager, Lewis co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Lewis joined the Pendal Smaller Companies team in 2013 as a small cap analyst, before being promoted to the role of Portfolio Manager in 2018. Lewis brings 20 years of industry experience with previous roles spanning equities research at boutique stockbroking firm, Taylor Collison, as well as commercial and investment banking roles at Westpac Bank and Commonwealth Bank. Lewis holds a Bachelor of Commerce (Corporate Finance) from the University of Adelaide | ||
| Patrick Teodorowski | - | 2021 | Now |
| Biography | As Portfolio Manager, Patrick co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Patrick has been part of the Smaller Companies team for a collective period of eleven years. Patrick initially joined the company in 2005 and developed his career as a highly regarded small cap analyst. Patrick worked at a small cap boutique as a portfolio manager for 3 years before re-joining Pendal’s Smaller Companies team in January 2018. Patrick holds a Bachelor of Commerce (1st class Honours) from the University of Queensland and is a CFA Charterholder. | ||
| Paul Hannan | - | 2006 | 2021 |
| Biography | Paul joined Rothschild Australia Asset Management in 2000, which later became the funds management business of BT Financial Group, now Pendal Group. Paul’s responsibilities include Portfolio Management of our range of small cap and micro-cap funds. In addition to Portfolio Management, Paul undertakes fundamental analysis on a range of companies including Building Materials, Agriculture, General Industrials, resources and mining services. Prior to Pendal Group, Paul worked for a year at BNP Paribas as a Senior Manager, Equity Capital Markets. Prior to this role, Paul worked for six years at Burdett Buckeridge & Young Limited firstly as Senior Manager in the Corporate Finance Division and then later as an Equities Dealer, Institutional Equities Sales. Paul holds a Bachelor of Economics, is a Fellow of the Financial Services Institute of Australasia and is an Australian Chartered Accountant. | ||
| Noel Webster | - | 2006 | 2021 |
| Biography | Noel joined the funds management business of BT Financial Group, now Pendal Group, in June 2004 as Smaller Companies Portfolio Manager. Noel co-manages our Australian smaller companies and micro-cap funds and conducts fundamental analysis on a range of smaller companies. Prior to joining Pendal Group, Noel was the Head of the Emerging Companies team at JP Morgan. Previous roles include Director of the Technology, Biotech and Healthcare Research Team at Deutsche Bank and Technology Strategist at Salomon Smith Barney. Noel holds a Bachelor of Economics and a Master of Applied Finance. Noel is also a Certified Practicing Accountant (CPA). | ||
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