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Pendal profile: Meet our small-cap portfolio managers Lewis Edgley and Patrick Teodorowski
In this video our experienced ASX smaller companies team explains how they find mispriced opportunities
An excerpt from the team’s interview
BEYOND the familiar territory of the ASX 100 lies a universe of opportunity in smaller companies.
In this video, Pendal smalls co-portfolio managers Lewis Edgley and Patrick Teodorowski explore how investors can benefit from the breadth and diversity of Australia’s small-cap market.
For investors seeking more than just the familiar names on the ASX 100, Lewis believes small caps offer a world of untapped potential.
“When we look at the ASX 100, it’s very dominated by financials and resources,” he explains. “Whereas the Small Ordinaries Index really is a very broad and diverse set of investment opportunities.”
This diversity is key – according to Lewis, there are “literally hundreds, if not thousands, of companies that we can look at”.
“Our job is to search through them and find where mispriced opportunities exist,” he says. “At different points in the economic cycle, different sectors will be doing better and doing worse. That gives us opportunities to find money-making opportunities regardless of what the economy is doing.”
According to Patrick, small caps can also offer a broad set of industry exposures that investors might not get from large-cap Australian companies.
“We invest in companies that have very long runways for growth,” he adds. “You can also invest in businesses before they can become household names and enter into the major indices.”
With central banks beginning to cut rates globally, Lewis sees a turning point for ASX-listed small caps.
“We think there’s a scenario over the next 12 months where the handbrake comes off. As a category, things get a little easier,” he explains.
Ultimately, the team’s edge lies in its relentless research – drawing from the resources of a 19-strong Australian equities team.
“We are bottom-up stock pickers,” says Lewis. “In small caps, our team has decades of experience. We’re always looking for that information edge and when we find it, we’re willing to exploit it.”
Get to know our portfolio managers better in these individual profile videos:
Crispin Murray, head of equities
Elise McKay, analyst and portfolio manager
Brenton Saunders, portfolio manager
About Pendal
Pendal is a global investment management business focused on delivering superior investment returns for our clients through active management.
Pendal’s Australian equities team is one of the most experienced and well-resourced equities teams in Australia.
Contact a Pendal key account manager
Find out more about Pendal’s Australian equities capabilities
This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current at 12 May 2025.
PFSL is the responsible entity and issuer of units in the Pendal Smaller Companies Fund (Fund) ARSN: 089 939 328. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund.
An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com
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