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Discover overlooked microcap companies for long-term growth
Most investors are drawn to the crowded, well-tread paths of large, well-known companies. But the real opportunities? They lie elsewhere. Microequities specialises in uncovering high-quality, undervalued microcap companies that are often overlooked by the mainstream market.
Disclaimer: (**) Data as at 30/06/2025. (**) Fund inception on 6 March, 2009. Year returns are calculated as compound per annum. Returns and value are calculated after all fees and expenses and reinvestment of distributions. Please note that past performance is not indicative of future performance
For wholesale and sophisticated investors only as defined by the Corporations Act 2001.
Microequities was founded in 2005. Our investment managers and team boasts decades of experience, focusing exclusively on discovering undervalued, profitable, growing micro and small-cap companies that deliver substantial long-term growth. Take advantage of our research and management capabilities so we do the hard work for you.
The Microequities team invests alongside its clients, having over $120 million co-invested in our Australian managed funds. Our approach sets us apart from other investment fund companies by ensuring your wealth is managed as carefully as our own.
We are focused on compounding long term returns, not short-term trading. This disciplined investment approach, has developed exceptional wealth generation for our clients, making us one of the top managed funds in Australia.
For over two decades we have focused exclusively on microcap and small cap investment funds. This deep specialisation allows us to identify undervalued and profitable opportunities often overlooked by larger investment firms, creating sustainable long term wealth for our investors.
Our Deep Value Fund boasts a +821% total return and compound annual return of +15.23% since inception, showcasing our ability to consistently outperform the market.*
Through proprietary in-house research, we unlock high-growth opportunities in under-researched markets, underesearched by other financial institutions.
We enable investors to benefit from both Australian and international investment opportunities, with a focus on sectors like software, cybersecurity, and healthcare.
*Past performance is not indicative of future results.
| Inception date | 2009 | 2012 | 2015 | 2017 |
| Small and Microcap based | ||||
| Microcap based | ||||
| Automatic distribution reinvestment | ||||
| High yield cash distributions | ||||
| Australian listed equities | ||||
| Global equities | ||||
| Value investing philosophy | ||||
| Co-invested by Microequities management | ||||
| LEARN MORE APPLY ONLINE | LEARN MORE APPLY ONLINE | LEARN MORE APPLY ONLINE | LEARN MORE APPLY ONLINE |
Microcaps and small caps are publicly traded companies with relatively small market capitalisations (microcaps under $500m, small caps generally under $2bn). Investing in microcaps and small caps offers the potential for significant growth, which larger cap stocks may not provide. Additionally many Microcaps and small caps are under-researched and can be mispriced by the market, affording investors that are able to assess fundamental value a superior investment opportunity.
Microcap and small cap stocks provide a unique opportunity to invest in companies that may be poised for significant growth. They are often less followed and less competitive than larger stocks, particularly at the microcap end of the market, presenting opportunities to invest in undervalued companies.
Investing in microcaps and small caps requires thorough research and a strategic approach to risk management, which is where our expertise at Microequities comes into play. We identify and invest in microcaps and small cap companies with sound financials and strong growth potential.
Microequities Asset Management manages funds exclusively for high net worth, wholesale, and sophisticated investors as defined by the Corporations Act 2001.
A wholesale or sophisticated investor is an individual or entity that meets specific financial criteria, allowing them to access a broader range of investment opportunities without the regulatory protections provided to retail investors.
A wholesale investor is defined;
Price or Value Test – the product being invested in or advised on has a price or value exceeding $500,000 (excludes life insurance and superannuation funds)
Wealth or Income Test – a person owning net assets of $2.5 million (including the family home but excluding non-SMSF super) or having earned a gross income of $250,000 or more per annum, in each of the two previous years, as certified by an accountant
Professional Investor Test – a range of institutional investors with defined attributes, including licenses, bodies regulated by APRA and those controlling a trust or body with at least $10 million in net assets
A sophisticated investor is defined by a test by the AFSL holder;
Sophisticated Investor Test – persons that an AFSL holder is satisfied have sufficient experience in using financial services and investing in financial products to allow them to assess the merits of the product or service, the value of the product or service, and the risks associated with holding the product.
Interested in investing with us?
Request an Infopack to receive a comprehensive Information Memorandum of each fund.
Microequities strongly recommend that potential investors seek independent professional advice as to the risk, financial, taxation and other implications of investing. Past performance is not indicative of future performance. Microequities Asset Management Pty Ltd is a corporate authorised representative, number 462438, as appointed by Microequities Asset Management Group Limited holder of AFSL number 287526. Application for units in the Fund is limited to investors that are Wholesale or Sophisticated investors within the meaning of Section 761G(7) and 761GA(7) of the Corporations Act 2001.