On the Couch with the Ellerston Micro Cap Team
On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017.
The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks. The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.
David Keelan has been with Ellerston since 2008 – David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004.
Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience. Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia.