Head of Smaller Companies & Micro Caps
We aim to invest in companies outside the S&P/ASX Top 100 Index with a market capitalisation of less than $500 million. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 30 to 70 stocks. Typically, the portfolio holds, on average, approximately 45 to 60 stocks.
We aim to grow the value of your investment over the long term by investing in a portfolio of Australian microcap companies that are either listed or unlisted companies found outside the S&P/ASX Top 100 Index, and to provide a total return (after fees) that exceeds the S&P/ASX Small Ordinaries Accumulation Index measured on a rolling three-year basis.
Investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of ‘value oriented’ companies listed (or soon to be listed) on the ASX and unlisted companies, who could be considered small or microcap stocks.
Microcaps describes the share market segment of the smallest investable stocks. While exact definitions vary, the representative market capitalisation for Australian Microcaps is stocks below $500 million. On the Austral
The vast majority of stocks in the Australian microcap equities market are still lacking in formal coverage by brokers and analysts, leaving vast opportunities for value investors to uncover hidden gems in the sector. Th
It is conventional wisdom that the Australian share market is largely comprised of mature businesses with a particular emphasis on financials and resources. Happily, if you explore beyond the stocks covered by the larger