The fund invests in very small companies we think have the greatest value and potential for future earnings. These are companies in Australia and New Zealand we believe are undervalued by the market. By emerging companies, we mean companies with a market capitalisation of up to $250 million in local currency relative to the exchange that they are listed on.
The Fund is designed to grow capital by investing in a small number of very small growth companies, where we consider value is greatest and the opportunity for earnings growth is high.
Please read the Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) for more information, including details of the risks associated with this fund.
Annualised since inception (after fees before tax)
Unit price as at
Status:
Cumulative return since inception
Past performance is not a guarantee of future returns. All figures are calculated after fees and before any applicable tax.
Portfolio Manager (AU)BMathFin, FRM
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Portfolio Manager (AU)(BMathFin, FRM)
Kent is the Lead Portfolio Manager of the Australasian Emerging Companies Fund and Co-Portfolio Manager of the Australasian Growth 2 Fund.
Prior to joining Pie in 2022, Kent spent eight years in AMP Capital’s Sydney-based small cap team as an Analyst. Before that, he worked at Suncorp as an Investment Analyst.
Kent holds a Bachelor of Mathematics and Finance from the University of Technology, Sydney.
He is also a Certified Financial Risk Manager.
Head of Australasian Equities and Portfolio Manager (AU)BAppFin, BCOM, CFA
Head of Australasian Equities and Portfolio Manager (AU)(BAppFin, BCOM, CFA)
Michelle is head of the Pie Funds Australasian team, based in Sydney. She is the Lead Portfolio Manager for the Australasian Growth 2 Fund and the Co-Portfolio Manager for the Australasian Emerging Fund and the Chairman's Fund, and responsible for implementation of the Australasian investment strategy, portfolios, and team.
Prior to joining the company in 2023, Michelle was Head of Australian Equities at abrdn, where she worked for 18 years.
Michelle has been researching and investing in equity markets for close to two decades, including significant small cap experience. She has managed a team for many years as well as played an integral role in providing strategic insights for abrdn’s Australian business as Director.
Prior to abrdn, Michelle was a quantitative analyst at Willis Towers Watson.
Michelle holds a Bachelor of Applied Finance and a Bachelor of Commerce from Macquarie University, Sydney. She is a CFA charterholder.
Michelle is a shareholder of Pie Funds.
Email: [email protected]
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