Discovering undervalued opportunities in high-quality companies
While Australian investors have dozens of options to access large-cap global listed equities, there are far fewer opportunities to invest in the thousands of smaller global listed companies, many of which are high-quality businesses with strong and aligned management. Smaller companies offer the potential for strong returns, and may have longer growth runways than larger companies, often with more persistent mispricing.
Canopy’s flagship Global SMID Fund offers Australian investors a differentiated opportunity to access a concentrated and high-quality portfolio of these companies.
We conduct in-depth fundamental research, coupled with proprietary technology and systems, to uncover attractive investment opportunities within our universe. We ensure the portfolio has a diversified collection of our best ideas, avoiding common cognitive biases.
“To win in the markets you have to be different, and you have to be right” – Howard Marks. Our fundamental approach and long-term orientation allow us to generate unique insights while the market is focused on the short term, macroeconomic noise, and trend-following.
We embed positive ESG practices into our investment process because we believe they are a pre-condition for long-term success. Canopy is majority owned by its investment team, and our investors are our partners. We invest our personal wealth into our funds, ensuring our goals are aligned.