The Ausbil Global SmallCap Fund has retained a “4 IP” rating from Research IP, with a score of 4.22/5.
The Ausbil Global SmallCap Fund aims to exploit the inefficiencies within the asset class by investing in quality companies with unrecognised growth potential at attractive valuations. The investment strategy uses both qualitative and quantitative analysis and tools alongside a disciplined risk management process, with the aim of producing consistent and risk-controlled outperformance.
What is the Fund’s competitive advantage?
Qualitative Research Report and Data Tear Sheet
Research IP says
The Ausbil Global SmallCap Fund has been awarded a “4 IP” rating from Research IP with a score of 4.22/5.
Research IP, 22 January 2026
- Clear accountability and depth of experience: Responsibility for outcomes sits squarely with the Global SmallCap portfolio managers, supported by a collaborative yet disciplined, process-led decision framework and long-standing working relationships.
- Differentiated and repeatable investment process: The strategy targets unrecognised earnings growth in global small caps, combining top-down macro insight with rigorous bottom-up research, where market inefficiencies are structurally higher.
- Strong risk management and portfolio construction: Liquidity, valuation, duration and correlation risks are explicitly managed, with enhancements made post-2022 to strengthen resilience during market stress.
- Alignment with investors and robust governance: Meaningful personal investment by the team, long-term equity incentives, and strong compliance and governance structures support alignment and accountability.
- Well-supported platform with growth optionality: Backing from New York Life, improving distribution channels and disciplined capacity management position the Fund for sustainable growth without compromising the strategy.
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