Active Australian smaller companies managers have historically generated very high levels of active returns for investors. The size of the active returns to the median Australian smaller companies manager may suggest that this cohort could be termed the “Wizards of Oz”. In this paper, we take a look behind the curtain to see what is really driving these superior returns.
The Invesco Wholesale Senior Secured Income Fund invests primarily in senior secured loans to sub-investment grade corporations with interest rates that float and are reset about every 60 days – so the loan income rises as interest rates rise.
The Invesco Wholesale Australian Smaller Companies Fund aims to provide long-term capital growth and distributions by investing in smaller companies listed on the Australian sharemarket, predominantly outside the S&P/ASX 100 Index.
The Invesco Wholesale Australian Share Fund is the flagship Fund of our local Australian equities team, employing a proprietary quantitative investment model to best invest in the Australian equities market.
Investing in smaller Australian companies offers investors a broader opportunity set and more diverse growth opportunities compared to larger companies.
Senior Secured Loans are often overlooked in favour of traditional bonds due to misconceptions about their safety, liquidity, and portfolio fit. However, a closer analysis reveals that these loans offer some unique advantages
Watch Paul's latest video to hear why he thinks the stressed and distressed credit opportunity set is about to explode and why managers like Invesco could soon have unprecedented access to great companies with bad balance sheets ripe for rescue and revitalisation.
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