We find the leaders of tomorrow — the emerging businesses with the potential to grow into powerhouses over coming years.

As active, bottom-up, fundamental investors, we’re proud of our track record identifying growing businesses with what we consider high-quality and sustainable earnings while also satisfying our clearly-defined expectations around ESG.

Our founders majority own the business, are invested in the strategies and have a long history of generating returns for investors.

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We believe ESG is integral to creating the leaders of tomorrow.

Environmental, social and governance factors are integrated into Lennox’s investment process and have formed part of our investment strategy since inception.

We take an active approach to improving the ESG outcomes of companies we invest in through engagement with both management and board members.

We believe our commitment to ESG enables us to deliver better long term returns for our clients.

We are proud to have four out of five star rating awarded by the UN-supported Principles for Responsible Investing (PRI).

Lennox is a signatory to the Net Zero Asset Managers initiative, committing to working with investor networks, companies and clients to support the goal of net zero emissions by 2050 or sooner.

Lennox aspires to achieve carbon neutrality by reducing its own corporate emissions. Throughout our transition we have engaged Carbon Neutral to offset our operational emissions.*

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The Lennox Australian Small Companies Fund — an actively managed, style agnostic portfolio that invests in a broad range of smaller companies.

Holds 20-40 Australian & New Zealand listed securities.

Uses both qualitative screening and in-depth fundamental research to identify investment opportunities.

Aims to outperform S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.

Excludes investments in controversial industries, including but not limited to companies with ownership in fossil fuel reserve. This means we do not invest in mining and energy companies that own the underlying resource assets.

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Latest insights

Livewire | The ASX’s next-generation powerhouse

Recently on Livewire, James Dougherty shared Lennox’s strategy for identifying undervalued stocks and revealed his pick for the next-generation powerhouse on the ASX.

Ensombl Investment Podcast

In this episode, host James Whelan was joined by Jody Fitzgerald of Morningstar Australia and Liam Donohue from Lennox Capital Partners to discuss Small Caps.

Why it might be the perfect time to invest in small-cap companies

History doesn’t repeat, but it does rhyme – and if this adage holds true, small caps are likely to present strong opportunities for patient investors over the coming years. Read Liam Donohue’s insights in this Sydney Morning Herald article.

Meet the Manager: 2min with Liam Donohue

In this short Q&A, get to know Liam Donohue as he discusses setting up Lennox, the evolution of the small cap market and invaluable insights he’s gained over the years.