Michael Glennon

Provides oil and gas exploration and development services

Sells electrical components and cables

Functions as a College/University

Paradice is an active, medium- to long-term manager which employs a bottom-up approach including qualitative and quantitative analyses to invest in small, mid, large and global equities. They invest globally but have a focus on Australia. The firm aims to buy shares which they believe are underpriced and expect to grow at rates greater than the market, favoring well-managed, good value companies that have significant growth opportunities due to competetive advantage. Paradice's company visitation program utilizes proven valuation techniques and models including Price to Earnings, yield, free cashflow, discounted cashflow, EBIT, sales margin, revenue and profit growth half by half, enterprise valuation multiple, interest coverage, return on assets, return on equity and return on incremental capital employed. In addition, they assess potential companies' financial statements, the industry in which they operate, their market position, comparative advantage, business strategy, operating systems, the quality of their Board and management and whether the key drivers of the business are sustainable.

Adam Smith AM performs rigorous bottom-up analysis, including frequent meetings with company management and other industry participants to determine valuations. The firm utilizes proprietary models to perform fundamental analysis and constructs diversified portfolios to reduce investment risk, seeking to invest in companies with positive cash flow, sound business models, quality management and attractive valuations.

Functions as a closed-end investment fund or Investment trust

Provides investment advice

Functions as a closed-end investment fund or Investment trust

Provides investment services