top performing small-cap fund manager reveals top 5 shares _ motley fool australia

7/26/2019 Top Performing Small-cap Fund Manager Reveals Top 5 Shares _ Motley Fool Australia

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(http://www.fool.com.au/)

By Christopher Georges (http://www.fool.com.au/author/cgeorges/) - May 17, 2016 A2M (/company/?ticker=asx-a2m)

APO (/company/?ticker=asx-apo) HSN (/company/?ticker=asx-hsn) IFN (/company/?ticker=asx-ifn) RCG (/company/?

ticker=asx-rcg)

It is generally accepted that the small and mid-cap markets carry a higher level of risk than

their larger counterparts but, if harnessed correctly, can also oer far superior returns.

One small cap fund that has produced superior short term and long term returns has been

the Ausbil MicroCap Fund.

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Top performing small-cap fund managerreveals top 5 shares
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Over the past 12 months, the Fund has delivered a return of 22.1% signicantly exceeding

both its benchmark index and the broader market.

More impressively, perhaps, is the funds long-term performance. Over the past three years

the fund has returned 25.66% per annum and, since its inception in 2010, has

returned 29.8% per year on average.

These are some pretty impressive results and, although past performance can never be

relied upon for future performance, I think it can be useful for investors to look at how

a successful fund manager is looking to generate its next period of outperformance.

In the funds latest April performance update, the company listed its top ve holdings

which included:

RCG Corporation Limited(ASX: RCG) (/company/RCG+Corporation+Limited/?ticker=ASX-

RCG)

RCG is a holding company for a number of footwear and distribution businesses including

The Athletes Foot. The company has shown phenomenal growth over recent years and

expects to increase its FY16 earnings per share (EPS) by between 40-45%.

Hansen Technologies Limited(ASX: HSN) (/company/Hansen+Technologies+Limited/?

ticker=ASX-HSN)

Hansen Technologies is a leading provider of billing and software solutions for utilities, Pay

TV and telecommunications companies. The company has a sticky customer base, but has

also been successful in acquiring new customers through international expansion and

acquisitions. Hansens latest rst half result revealed EPS growth of 31% over the prior

corresponding period.

a2 Milk Company Ltd(ASX: A2M) (/company/a2+Milk+Company+Ltd/?ticker=ASX-A2M)

Most investors would be aware of the meteoric rise of A2 Milk considering its shares have

increased by more than 260% over the past 12 months. Despite recent fears regarding

regulatory changes in China, investors are still anticipating explosive growth for its

infant formula and milk products.

APN Outdoor Group Ltd(ASX: APO) (/company/APN+Outdoor+Group+Ltd/?ticker=ASX-APO)

Outdoor advertisers have been some of the best performing companies over the past 12

months and many analysts believe they have the ability to take additional market share away

from traditional advertising sources. APN Outdoor smashed its 2015 prospectus prot

forecasts by around 57% and is expecting to generate prot growth of around 20% in 2016.

A MO TL EY FO OL S P

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Ingen Energy Ltd(ASX: IFN) (/company/Ingen+Energy+Ltd/?ticker=ASX-IFN)

Ingen Energy is a developer, owner and operator of renewable energy generation in

Australia. The company has an installed capacity base of 557 megawatts and a 1,100

megawatt development pipeline of large-scale wind and solar projects spread across ve

states in Australia. Although not consistently protable yet, Ingen Energy is expected to

benet greatly from economies of scale and higher renewable energy prices over the next

few years.

Although these were the funds top ve holdings, the latest update did provide an interesting

point regarding the recent outperformance of the small resources sector.

Many smaller resources companies have surged since the start of 2016 thanks to rising

commodity prices but the manager does not believe this is sustainable with the exception of

gold. Ausbil maintains that the current prices for many commodities are still too low forsmaller players to prosper and has therefore maintained its low weighting to the sector.

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Motley Fool contributor Christopher Georges (http://my.fool.com/prole/chrisgeorges/info.aspx)

has no position in any stocks mentioned. The Motley Fool Australia owns shares of Hansen

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top performing small-cap fund manager reveals top 5 shares _ motley fool australia

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