Our process utilises internal bottom up detailed company research and combines this with a value discipline in portfolio construction. Our Trusts aim to generate excess returns over a 3-5yr timeframe with a diverse portfolio of approximately 60 positions. Our portfolios are actively managed reflecting both the best bottom up research ideas and macro economic considerations in the portfolio mix.
The Perennial Value Smaller Companies Trust has sought out excess returns using a disciplined value process since its establishment in 2002.
The Microcap Opportunities Trust invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which we believe have sustainable operations and whose share prices offer good value.
The Perennial Global Resources Trust invests in a range of listed and unlisted companies operating in the business of commodity production, commodity investment or in businesses servicing the commodity production sector.
The Perennial Microcap Resources Trust invests in a portfolio of Australian small and microcap listed and unlisted companies operating in the business of commodity production, commodity investment or as a service provider to the industry of commodity production.
In this video, Andrew Smith and Julian Guido, Portfolio Manager and Deputy Portfolio Manager of the Perennial Value Smaller Companies Trust, present “Beyond Coronavirus: The path to the next normal” at the Pe
Perennial’s Deputy Portfolio Manager, Julian Guido, discusses whether small caps are expected to outperform coming out of Covid.
Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
Are you a Wholesale Investor?