Zenith – General Manager
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.
Please be advised that a special distribution of 11.3 cents per unit was declared on the 30 June 2018 and paid in accordance with your distribution instructions on the 6th July. Please note the current unit prices reflect all distribution payments.
FY18 – 4.10
As part of being of being an investment manager, many investors like to hear about our top tips. However I believe that it is the sell discipline that is an even more important aspect of being a great investment manager.
Originally printed in the Switzer Report dated 7 February 2019, Ryan Sohn, divulges his current favourite stock pick, Redbubble (ASX:RBL). What’s the stock? Redbubble (ASX:RBL). Redbubble is an online print-on-demand mar
At a high level, we need to feed society and the availability of food is important. However, not all food is created equally, given the growing call to minimise implications for the environment and society at large from