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S&P Three-Star ‘NEW’ Rating for Glennon Capital Small Companies Portfolio

11 Apr 2011
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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Glennon Capital Small Companies Portfolio, a SMA model portfolio which is managed by Glennon Capital and available on the HUB24 platform.
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Glennon Capital is a recently established independent boutique firm specialising in the management of listed Australian-equity portfolios with a focus on active small-cap strategies. Michael Glennon is the key principal and lead portfolio manager.
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“We consider Mr. Glennon an experienced and capable manager who has demonstrated an ability to outperform the market across more than a decade of small-cap investing. He is supported by senior analyst Jeremy McNally, and the portfolio is well managed with respect to mitigating SMA-specific risks. While we consider the team’s resourcing as adequate, it is below that of higher-rated peers,” said S&P Fund Services analyst John Huynh.
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“Although we have a positive view on Mr. Glennon, the team is relatively under-resourced and lacks the depth of experience of some more established small-cap managers. This is a common characteristic of small start-up boutique managers,” said Mr. Huynh.

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