By investing in the IFM Investors Australian Small Caps strategy, investors gain access to an actively managed, style agnostic, diversified portfolio of small capitalisation securities. We employ a rigorous, bottom-up research, evaluation and selection process to identify opportunities across a broad base of small caps investments. This is complemented with disciplined portfolio construction characterised by strict adherence to investment guidelines, a risk-aware approach to sectors and stocks and regular monitoring of investments. We believe that opportunities can arise in all sectors of the small caps market, as well as across the value-growth style spectrum.
What sets IFM Investors apart?
- Strong team
Well-resourced five person team, with more than 50 years combined market experience.
- Quantitative analysis
The IFM Investors Small Caps team build a proprietary model on prospective investments to quantify all relevant financial risks and valuation parameters.
- Qualitative analysis
In addition, the team undertakes a comprehensive framework for risk assessment, taking into account industry competitiveness, board and management capability and experience and full ESG analysis.
- Minimising risk by portfolio construction
We aim to own the best performing stocks in each market sector.