Is the time for Small Caps now?
This year we are celebrating the 5 year anniversary of Eiger Capital (Eiger) and the Eiger Australian Small Companies Fund (Fund). The 5 year period has included the significant impact of the pandemic, notably on interest rates which have been driven to historically low levels, and subsequently raised rapidly to combat the emergence of inflation.
The largest contributing stocks to the Fund’s performance since inception have been Pilbara Minerals, Life360, Lifestyle Communities and Audinate all offering significantly different products or services.
Latest Eiger Insights
Small is beautiful
Due to the complexities of the energy transition, we explore the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables. Read now.
Avoiding pitfalls in the small cap market
Stephen joins Sinead, Investment Specialist at Fidante for episode 3 of the Finding Alpha podcast – Avoiding pitfalls in the small cap market. Listen now.
Ausbiz TV Interviews
Catch up on the latest small cap market insights with Stephen Wood each month, where he shares his views in short video interviews with the Ausbiz team. Watch now.
Eiger Australian Small Companies Fund
The Eiger Australian Small Companies Fund (The Fund) provides exposure to a select, actively managed portfolio of stocks with a small-medium level of capitalisation listed, or expected to be listed, on the Australian Securities Exchange (ASX) or the New Zealand Securities Exchange (NZX).
Key features of the Fund
- Diversified portfolio: provides access to a portfolio of small to medium sized companies diversified across all sectors in Australia and New Zealand.
- Experienced investment professionals: access to a specialist investment team with over 70 years’ combined experience investing in small to medium companies.
- Robust investment process: stringent research process driven by fundamental, in-depth and comprehensive analysis of a business’s operations and management.
- Access to growing companies and industries: the smaller companies market is comprised of many fast-growing businesses that capitalise on changing industry dynamics and innovation.
Fund Ratings*
About Eiger
Eiger Capital is an active boutique Australian equities investment manager specialising in small companies. Eiger was founded in 2019 by Stephen Wood, Victor Gomes and David Haddad who have worked together since 2011. The team employs a high conviction, style-neutral approach to investing.
*Ratings Disclaimers. 1. Eiger manages over $1060 million with its small-medium companies strategy as at 31 March 2024. 2. As at 31 March 2024: Since inception on 26 March 2019, the Fund has returned 10.0% pa* exceeding its benchmark by 4.4%pa after fees. 3. The largest contributing stocks to the Fund’s performance since inception have been Pilbara Minerals, Life360, Lifestyle Communities and Audinate.
This material has been prepared by Eiger Capital Pty Ltd (ABN 72 631 838 607 AFSL 516751) (Eiger), the investment manager of the Eiger Australian Small Companies Fund (Fund), for wholesale investors only. Fidante Partners Limited ABN 94 002 835 592 AFSL 234668 (Fidante) is a member of the Challenger Limited group of companies (Challenger Group) and is the responsible entity of the Fund. Other than information which is identified as sourced from Fidante in relation to the Fund, Fidante is not responsible for the information in this material, including any statements of opinion. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. Investors should consider whether the information is suitable to their circumstances. The Product Disclosure Statement and Target Market Determination available at www.fidante.com should be considered before making an investment decision. To the extent permitted by law, no liability is accepted for any loss or damage as a result of reliance on this information. Past performance is not a reliable indicator of future performance. Any projections are based on assumptions which we believe are reasonable but are subject to change and should not be relied upon. Fidante is not an authorised deposit-taking institution (ADI) for the purpose of the Banking Act 1959 (Cth), and its obligations do not represent deposits or liabilities of an ADI in the Challenger Group (Challenger ADI) and no Challenger ADI provides a guarantee or otherwise provides assurance in respect of the obligations of Fidante. Investments in the Fund are subject to investment risk, including possible delays in repayment and loss of income or principal invested. Accordingly, the performance, the repayment of capital or any particular rate of return on your investments are not guaranteed by any member of the Challenger Group.