Perennial Smaller Companies
With one of the largest and most diverse teams of investment professionals in the market, we seek out investment opportunities across a large universe.
Seeking growing companies outside the ASX Top 100 that are attractively priced
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.
Smaller Companies Trust
The Perennial Value Smaller Companies Trust has sought out excess returns using a disciplined value process since its establishment in 2002.
Microcap Opportunities Trust
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.
Strategic Natural Resources
The Perennial Strategic Natural 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.
Microcap Resources
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.
Latest Insights
Higher interest rates not a dealbreaker.
Higher interest rates have proven not to be a dealbreaker for M&A in 2022. What are the latest trends being observed in the market and how can we as investors stand to benefit? Most of us will have felt the very tang
03 November, 2022
