Fund In Focus: Centennial Asset Management
Centennial Asset Management was founded three years ago by myself together with Gary Joffe and Glen Poswell. We are a long/short equity fund focused on ASX small caps.
We believe the small cap segment is a more fertile hunting ground for investments than the well-researched blue chips. We think we can harness these opportunities through bottom-up research, market knowledge, and our strong network.
In this Fund In Focus, I explain the key aspects of our fund and how we uncover opportunities in the small end of the market.
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Matthew is the Principal and Portfolio Manager at Centennial Asset Management. Prior to this, Matthew was the CIO at Wilson Asset Management between 1998 and 2011, achieving 18% p.a. over the period.
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