About Us

Glennon Capital was founded in 2008 by Michael Glennon. Previously, Michael worked with some of the best institutional small company fund managers in Australia. In 2007, he received the IMCA Money Management Fund Manager of the Year (Small Cap) Award. Michael founded Glennon Capital to offer specialist small company investment management to high net worth individuals and family offices, as well as through selective platforms for clients with less than $1 million to invest in our portfolios. Today, our flagship fund Glennon Small Companies Limited (GC1) opens up the investment opportunity for all. GC1's Initial Public Offering was completed in August 2015 and is now a listed investment company that is traded on the Australian Stock Exchange (ASX). We are proud to be recognised for co-investing with clients in all portfolios - an important feature which ensures that our values and principles are aligned with those of our clients.

Our People
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Michael Glennon
CEO & Portfolio Manager

Michael has over 17 years experience in financial markets and over 15 years experience as a portfolio manager and director of several boutique investment management firms. As one of Australia’s most experienced small cap fund managers, Michael was one of the first managers of a boutique listed investment company, running the listed investment company Pacific Strategic Investments (PSI.ASX). Michael regularly appears on ABC radio, CNBC and the Australian Financial Review, and contributes regular market updates through the Glennon Newsletter.

Alex Shevelev
Portfolio Manager

Alex has over 10 years experience in funds management as an analyst and portfolio manager with several leading boutique investment management firms. Alex is a CFA charterholder and a CAIA charterholder. He also contributes to market updates through the Glennon Newsletter.

Anastasia Drumore
Marketing Coordinator

Glennon Capital focuses heavily on providing strong communications channels for shareholders and planners. We do this through our weekly newsletter, including regular stock commentary, educational pieces and topical videos. Anastasia coordinates the day-to-day marketing operations including digital and offline.

Jennifer Papallo
Office Manager & PA

As Glennon Capital’s Office Manager, Jennifer oversees all day-to-day operations relating to office administration and HR. She also acts as Michaels PA.

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Our Values
  • We want to add absolute value
  • We want to be aligned with our clients
  • We want to our investment to grow with our client's investments
  • We want to communicate with our clients so they have confidence in our capability and to reassure them when markets are volatile
  • We want to think creatively and outside the box
  • We want to be long term and look through the noise
Our Philosophy
  • We believe the market shows varying degrees of inefficiency
  • We add value by concentrating our research efforts in areas where inefficiencies exit
  • We have found that larger companies tend to have better information flows, and as a result their prices tends to better reflect publicly available information
  • There are more opportunities in smaller¬†companies because they are far greater in number and there are structural inefficiencies in terms of the information readily available to investors
  • We take the view the we are buying businesses and that we are an owner of the business
our-philosophy
What we look for
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Superior Management
  • Track record of success
  • Skin in the game
Growth Prospects
  • Industry or market share
  • Revenue or margins
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Sustainable Business
  • Without excessive debt.
  • A history of profitability
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Industry with Barriers to Entry
  • Reduces competition potential.
  • Provides increased confidence
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Undervalued Funds
  • Flexible use of valuation metrics