About us

Case studies

A look at past investments across our funds: why we bought each company, why we sold, and what the investment returned.

Showing all 28 case studies.Showing 8 case studies from the Global Value Microcap Fund.Showing 17 case studies from the Deep Value Fund.Showing 12 case studies from the Pure Microcap Value Fund.Showing 5 case studies from the High Income Microcap Fund.Showing 2 case studies from the Value Income Fund.

A2B Australia Limited ASX: A2B · Transport Services / Payments Technology Gain 44.6%Read case study → AdEPT Technology Group PLC AIM: ADT · Information Technology Services Loss 21%Read case study → ASG Group Limited ASX: ASZ · Information Technology Gain 106.2%Read case study → Capitol Health Limited ASX: CAJ · Healthcare Gain 60.9%Read case study → CareTech Holdings PLC AIM: CTH · Healthcare & Social Services Gain 107.6%Read case study → The Citadel Group Limited ASX: CGL · Software & Technology Services Gain 32.7%Read case study → Class Limited ASX: CL1 · Software Services Gain 52.5%Read case study → Dicker Data Limited ASX: DDR · Information Technology / Technology Distribution Gain 183.1%Read case study → Ecosave Holdings Ltd ASX: ECV · Industrials Loss 83.2%Read case study → eDreams ODIGEO BME: EDR · Online Travel Gain 26%Read case study → ELMO Software Limited ASX: ELO · Software & Technology Services Gain 78.2%Read case study → Empired Limited ASX: EPD · IT Services Gain 149%Read case study → FleetPartners Group Limited ASX: FPR · Financials Gain 73.4%Read case study → Fogo de Chão Inc. NASDAQ: FOGO · Restaurants Gain 30.7%Read case study → Healthia Limited ASX: HLA · Healthcare Services Gain 23.7%Read case study → Intecq Limited (formerly eBet) ASX: ITQ · Consumer Discretionary Gain 179.8%Read case study → National Veterinary Care Ltd ASX: NVL · Healthcare Services Gain 108.3%Read case study → Over the Wire Holdings Limited ASX: OTW · Telecommunications & IT Services Gain 53.5%Read case study → Pacific Energy Limited ASX: PEA · Energy Infrastructure / Utilities Gain 103.3%Read case study → PITECO S.p.A. BIT: PITE · Financial Software / Treasury Tech Gain 130.5%Read case study → Redhill Education Limited ASX: RDH · Consumer Services Loss 39.1%Read case study → Rubik Financial Limited ASX: RFL · Information Technology Loss 36.9%Read case study → Shaver Shop Group Limited ASX: SSG · Consumer Discretionary / Specialty Retail Gain 121.7%Read case study → Skullcandy Inc. NASDAQ: SKUL · Consumer Electronics Gain 50.5%Read case study → Symbio Holdings Limited ASX: SYM · Telecommunications Loss 2.1%Read case study → Text S.A. WSE: TXT · Software / Tech Gain 309.8%Read case study → Vocus Group Limited ASX: VOC · Telecommunications Gain 34.1%Read case study → Zix Corporation NASDAQ: ZIXI · Cybersecurity / SaaS Email Security Gain 81.2%Read case study →

*Past performance is not indicative of future performance. This is general information only and should not be construed or relied upon as legal, financial or professional advice.