Warakirri links with US player, ClariVest AM

Mike Taylor

Managing Editor/Publisher, Financial Newswire

6 August 2025

Fund manager Warakirri Asset Management has entered into a partnership with US-based investment manager ClariVest Asset Management to deliver a small companies strategy to local investors.

Warakirri said it has recently launched the ClariVest Global Small Companies Fund and will provide ClariVest with a full suite of services including operations, marketing and distribution.

It said Warakirri’s support, together with ClariVest’s proven performance track record in global small cap investing, provides a strong platform for the growth of the new fund.

Commenting on the move, Warakirri managing director, Jim McKay said he believed the partnership would deliver a valuable new offering to the firm’s clients.

“ClariVest’s unique approach to investing has resulted in a portfolio that is diversified by country and sector, and has consistently delivered excess returns across market cycles, making this strategy a compelling addition to client portfolios,” he said.

ClariVest founder and chief investment officer, David Vaughn said the firm believes there is a real opportunity for global small caps to offer meaningful upside given current valuations.

“This is an exciting time to bring our strategy to a broader set of investors across Australia,” he said.