The Tura Capital Global Small & Mid Cap Fund is a global investment product designed to provide investors with a diversified exposure to high growth companies in developed markets worldwide. It invests in a concentrated portfolio of between 25 to 45 stocks that the manager believes have reasonable valuations and can compound returns.

“We are delighted that Lonsec has recognised the ‘robust investment process’ of our team that manages the Tura Capital Global Small & Mid Cap Fund – Brad Partridge and Oliver Attwater.” Robert White, Chief Executive Officer of Tura Capital’s parent company, DNR Capital.

Brad Partridge joined Tura Capital in 2022 following 15 years as a Portfolio Manager at Macquarie Asset Management. Oliver Attwater jointly manages the specialist capability, after relocating from Robeco in Rotterdam, where he jointly managed an €8.4 billion fundamental all-cap global equities strategy. Tura Capital comprises a dedicated team of four global equity investment professionals.

The Fund employs Tura Capital’s investment philosophy of identifying quality global small and mid cap companies that are well placed to deliver strong investment returns through economic cycles.

Lonsec sighted a clearly articulated investment philosophy supported by a robust investment process; a total fee load below the peer median; and the support of parent DNR Capital as strengths of the Fund.

“The Fund’s track record is still being developed; however the investment process is closely aligned with the manager’s investment philosophy, and likely to produce a portfolio with characteristics fitting the expected profile of a small and mid cap, quality at a reasonable price (QARP) strategy,” Lonsec said in its report.

“Lonsec has recognised the rigorous investment process we use to manage the Fund, which is designed to be disciplined and transparent. Our proprietary process screens the vast universe of global small and mid cap companies for quality characteristics. We then conduct detailed fundamental research to identify the highest quality opportunities, resulting in a concentrated but diversified portfolio of typically 25 to 45 high-quality companies trading at reasonable valuations,” portfolio manager Brad Partridge said.

“This rating will help raise the awareness of the alpha opportunity available in global small and mid cap companies and Tura Capital’s quality-focused investment approach,” Partridge added.

The Fund has a management fee of 0.98% per annum and a performance fee of 15% on excess returns, after management fees, above the Fund’s benchmark.

The post Tura Capital Global Small & Mid Cap Fund earns inaugural ‘Recommended’ rating from Lonsec appeared first on AdviserVoice.