Fundamental Investment Management Chooses SS&C for Launch of Australian Small-Cap Fund

Boutique founded by Anton Tagliaferro and Simon Conn launches on SS&C's institutional-quality fund administration and unit registry platform

WINDSOR, Conn.--(BUSINESS WIRE)--SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Fundamental Investment Management (FIM), a Sydney-based boutique investment management firm, has selected SS&C to support its inaugural Fundamental Smaller Companies Fund.

The Fund, launched in July, seeks to deliver long-term returns for investors by applying a research-driven value strategy to investing in Australian smaller companies. SS&C will provide fund administration and unit registry services for the Fund. MSC Trustees will serve as trustee and custodian.

FIM specializes in managing money in the Australian smaller companies sector. The firm was founded by investment director Anton Tagliaferro and senior portfolio manager Simon Conn. FIM takes an active approach to investment, engaging closely with portfolio company boards and management.

“We see opportunities in this market for long-term, value-oriented investors,” said Anton Tagliaferro, Investment Director at Fundamental Investment Management. “When we made the decision to start a new firm to help investors capture those returns, we knew we needed to find the right support to help us bring that strategy to market. SS&C’s administration and registry platform enabled us to launch with institutional-quality infrastructure from day one, allowing us to focus our attention on serving our clients and working with our portfolio companies to deliver returns.”

“We are thrilled to support Fundamental in bringing their inaugural fund to market,” said Damien Barry, Head of Asia Pacific, Middle East & Africa for SS&C Global Investor & Distribution Solutions. “Australia is a key market for SS&C, with roughly 1,600 staffers on the ground providing transfer agency and administration to nearly 100 Australian funds. We look forward to working together to optimize and scale FIM’s operations as the firm grows.”

About Fundamental Investment Management

Established in 2026, Fundamental Investment Management (FIM) is an independently owned boutique investment management firm based in Sydney, Australia specialising in managing money in the Australian smaller companies sector. FIM is a bottom-up manager that employs a value-style approach to investing in equities. Our two senior investment managers, Anton Tagliaferro and Simon Conn, have a long track record of managing Australian equity portfolios and delivering consistent returns through the cycle. Learn more at https://fundinv.com.au/

About SS&C Technologies

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology.

Additional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com.

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SOURCE: SS&C