Firetrail promotes Eleanor Swanson to Portfolio Manager - Firetrail Investments

Fund Updates

Firetrail promotes Eleanor Swanson to Portfolio Manager

July 1, 2022

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Firetrail is incredibly proud to announce that small cap stock picker Eleanor Swanson has been promoted to Portfolio Manager at Firetrail. Swanson has been promoted to Portfolio Manager – Australian Small Companies Fund, alongside Managing Director and Portfolio Manager Patrick Hodgens, and Portfolio Manager Matthew Fist.

Swanson, Hodgens, and Fist have a deep history working together at both Firetrail and Macquarie, where they managed high conviction Australian equities funds prior to establishing Firetrail in 2018. The Firetrail Australian Small Companies Fund has delivered strong performance since being made available to investors in February 2020. As of 31 May 2022, the Fund has returned 20.1% p.a. to investors since inception. Outperforming the S&P/ASX Small Ordinaries Index by 17.9%.

“Eleanor is an exceptional stock picker that has added material value for our investors across the Firetrail portfolios. The promotion to portfolio manager is a recognition of the additional contribution that Eleanor brings to the business, particularly in terms of idea generation, investment decision making and deep portfolio construction insights. In addition to her investment responsibilities, Eleanor has played an important role in mentoring and developing other analysts within the team and providing insights across our high conviction investment capabilities. I am thrilled to work alongside Eleanor managing the Firetrail Australian Small Companies Fund.” Stated Hodgens.

Eleanor Swanson previously worked at JP Morgan and Macquarie as an analyst prior to founding Firetrail alongside Patrick Hodgens, Blake Henricks, Matthew Fist and the Firetrail team.

Disclaimer

This article is prepared by Firetrail Investments Pty Limited (‘Firetrail’) (ABN 98 622 377 913, AFSL 516821) as the investment manager of the Firetrail Australian High Conviction Fund (ARSN 624 136 045), the Firetrail Absolute Return Fund (ARSN 624 135 879), the Firetrail Australian Small Companies Fund (ARSN 638 792 113) and the Firetrail S3 Global Opportunities Fund (ARSN 653 717 625) (‘the Funds’). Pinnacle Fund Services Limited ('PFSL') (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Links to the Product Disclosure Statement: WHT3810AU, WHT5134AU, WHT3093AU, WHT7794AU

Links to the Target Market Determination: WHT3810AU, WHT5134AU, WHT3093AU, WHT7794AU

For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com

This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

Whilst Firetrail, PFSL and Pinnacle believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Firetrail, PFSL and Pinnacle disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. This disclaimer extends to any entity that may distribute this communication.

Any opinions and forecasts reflect the judgment and assumptions of Firetrail and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future.

Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Firetrail. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication.

This may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Firetrail.

NOW AVAILABLE ON THE ASX: FIRETRAIL AUSTRALIAN SMALL COMPANIES FUND - ACTIVE ETF (ASX:FSML) FIND OUT MORE >

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