Lennox Capital Partners: Australian Equities

About Lennox

Lennox Capital Partners (Lennox) is an active, boutique equities investment manager based in Sydney and majority owned by its Principals and Portfolio Managers.

Lennox invests with a fundamental, bottom-up and sustainability focus. Lennox’s philosophy and process capitalises on the inefficiencies in the equity market, aiming to identify at an early stage companies who are the beneficiaries of change – the leaders of tomorrow.

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Approach

Lennox's active bottom-up approach to investing utilises both qualitative screening and in-depth fundamental research to identify investment opportunities. They believe that this approach allows them to gain key insights into the businesses in which they invest while avoiding those that do not satisfy their ESG criteria and they believe will disappoint the market.

Our Funds

Lennox Australian Microcap Fund

Australian Equities

An actively managed, style-agnostic portfolio that invests in a broad range of sustainable microcaps.

Lennox Australian Small Companies Fund

Australian Equities

An actively managed, style-agnostic portfolio that invests in a broad range of smaller companies.

ESG

Lennox recognises that the ESG performance of companies in which it invests are relevant to the value, performance and reputation of the investments that are made on behalf of their clients and which is why Lennox believes that ESG is integral to their investment process.

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ESG Integrated with Investment Process

ESG considerations are incorporated into the decision-making process.

Company Engagement

Engage with the management and boards of investments to improve the ESG outcomes of their business.

Actively Supportive of Global ESG Initiatives

Signatory to the United Nations Principles of Responsible Investing (UNPRI) and the Net Zero Asset Managers initiative.

Transparency

Lennox has a public ESG policy in place and disclose their proxy activities and portfolio holdings.

Resources

Team

Lennox is led by an experienced team of Portfolio Managers with extensive industry experience and a track record of investing in smaller companies. Lennox’s business structure strongly aligns the objectives of investors and investment staff.