UBS trio join with Fidante Partners to start new small cap strategy

Media Release

UBS trio join with Fidante Partners to start new small cap strategy

09 Apr, 2019

The experienced and highly rated former UBS small cap team of Stephen Wood, Victor Gomes and David Haddad have joined Australia’s leading multi-boutique fund management business Fidante Partners. The team have set up a new Australian small capitalisation companies boutique called Eiger Capital.

The team will manage the Eiger Australian Small Companies Fund (the Fund) which will provide retail and institutional investors access to a portfolio of small cap stocks. Mr Wood said, “the decision to join Fidante Partners was a relatively easy one given Fidante’s fund manager support team, size, and track record of creating the right environment for boutiques to flourish.” The trio bring more than 60 years of combined investment experience and, while managing the UBS Australian Small Companies Fund together, delivered returns of 11.6% per annum (net of fees) over seven years, beating the S&P/ASX Small Ordinaries Index by 6.8% per annum*.

“It is the right cultural fit for us and importantly, Fidante has had outstanding success partnering with other leading boutiques in the small cap asset class,” Mr Wood said. Mr Gomes added: “In one sense Eiger is new in name only as we will be continuing the successful and proven active investment management approach we adopted while at UBS. Our focus is on using in-depth fundamental research to identify the smaller companies we believe will be the future leaders and that have been undervalued by the market. The Fund aims to be style unaware but will continue to focus on companies with strong quality franchise factors run by competent and honest management.”

Fidante Partners General Manager Nick Hamilton said he was delighted that the three experienced fund managers had decided to make Fidante their new home. “It is a great fit for Stephen, Victor and David who have a strong history of working together and are well known to many Australian investors. Fidante are pleased to support the continuation of an established and successful specialist small cap investment team,” Mr Hamilton said.

For more information contact

Jeremy Kirk
02 8264 1007
0466 871 520
Antonino Blancato
02 8264 1009
0410 448 577  

About Eiger

Eiger Capital is an active boutique Australian equities investment manager specialising in small companies. Eiger is founded by Stephen Wood, Victor Gomes and David Haddad, who previously worked together at UBS Asset Management managing over $400m in small cap funds. The team employs a high conviction, style-neutral approach to investing.

About Fidante

Fidante Partners is an investment management company that partners with specialist asset management firms to deliver compelling opportunities to an international investor base. As at 31 December 2018, Fidante had approximately $56.3 billion of funds under management. Fidante Partners is part of the Challenger Group.

*Past performance is not a reliable indicator of future performance. Source: Lonsec.
Eiger Capital Pty Limited (Eiger) ABN 72 631 838 607 is an Authorised Representative No. 1274599 of Fidante Partners Limited ABN 94 002 835 592 AFSL 234668.
The information in this Media Release should be regarded as general information only and is not intended to be advice. It has been prepared without taking account of any person’s objectives, financial situation or needs. Because of that, each person should, before acting on such information, consider its appropriateness, having regard to their objectives, financial situation and needs. Unless otherwise specified, any information contained in this publication is current as at the date of this publication and is provided by Fidante Partners Limited ABN 94 002 835 592, AFSL 234668 (Fidante Partners), the responsible entity and issuer of interests in the Eiger Australian Small Companies Fund (ARSN 631 961 398).
Eiger is the investment manager of the Fund. It is intended to be general information only and not financial product advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS) and any additional information booklet (AIB) for the Fund before deciding whether to acquire or continue to hold an interest in the Fund. The PDS can be obtained from your financial adviser, our Investor Services team on 13 51 53, or on our website Please also refer to the Financial Services Guide on the Fidante Partners website. Past performance is not a reliable indicator of future performance. Neither your investment nor any particular rate of return is guaranteed.