Australian small caps have rebounded strongly, creating a compelling environment for active investors willing to look beyond the index.
A recent article in The Inside Adviser highlights how managers within the Third Link Growth Fund are identifying opportunities across structural growth themes including AI infrastructure, electrification, defence and the energy transition.
In today’s market, stock dispersion remains high, meaning the gap between winners and losers is significant. This reinforces the value of experienced active managers who undertake rigorous bottom-up research to identify quality businesses while avoiding weaker companies.
The Third Link Growth Fund provides investors with diversified exposure to a selection of leading Australian active equity managers, each bringing specialist expertise across large, mid and small-cap companies. This multi-manager approach seeks to capture the best investment ideas while reducing reliance on any single manager or style.
Importantly, the Fund also offers a unique philanthropic structure, donating 1% of funds under management to charity each year, allowing investors to pursue long-term capital growth while making a meaningful social impact.
As market volatility continues to create opportunities, active management remains well positioned to uncover the next generation of Australian growth companies.
Read the full article: Small caps are back – here is what active managers are buying.
