Investors in the Acorn Capital Micro Opportunities Fund receive:
Stock selection occurs following a process of initial research, detailed research and ranking which are the responsibility of the Sector Specialist. The process of stock selection and portfolio construction is illustrated below.
Acorn Capital was established in 1998 as a specialist investment manager in emerging Australian companies. Acorn Capital distinguishes itself through its relatively large research and investment team with expertise across all industries as well as its provision of expansion capital to developing companies. Through its strategies Acorn Capital can provide Investors with efficient off-index exposure to both public and private emerging companies.
Robert Bruce is Head of Research and Portfolio Manager for the Consumer Discretionary, Consumer Staples and Information Technology sectors, undertaking fundamental investment research on companies within those sectors and selecting stocks for inclusion in client portfolios.
Rob joined Acorn Capital in June 2014 from CLSA where he spent 13 years in equity research. He also previously held research roles at UBS Warburg, Kaplan Funds Management and Westpac Institutional Bank.
Paul Palumbo is a Portfolio Manager and Head of Portfolio Implementation with responsibility for the Healthcare and Biotechnology sectors, undertaking fundamental research of companies within those sectors and selecting stocks for inclusion in client portfolios, as well as portfolio dealing and construction in which he manages relations with market counterparties, transacts on clients’ behalf and conducts portfolio data analysis and construction.
Paul joined Acorn Capital in 2007. Paul began his career at PwC and IBM Business Consulting. Paul holds a Bachelor of Business Information Systems and a Graduate Diploma in Applied Finance and Investment.
Kate McDermott is the Head of Distribution for the Acorn Capital wholesale funds. She began her career at Credit Suisse Asset Management in 2003, which later became Aberdeen Asset Management. Kate has also worked at BlackRock as State Manager and Realm Investment House as Head of Distribution.
Kate holds a Bachelor of Economics from the University of Tasmania and a Diploma in Financial Planning from Deakin.
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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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