Our edge? Deep domain expertise, powerful risk management in high growth assets
For two decades, Microequities has built a reputation for specialising in small-cap and microcap investments.
With over $120 million co-invested by our principals, we don’t just manage your investments; we’re the largest investors in the funds we offer. This aligns our interests directly with yours and sharpens our focus on reducing investment risks—essential for securing superior long-term returns.
The chart below shows the value added by the Microequities Pure Microcap fund in comparison to the Emerging companies accumulation index
Disclaimer: Annual compound returns of the Microequities Pure Microcap Value Fund are calculated on annual compound basis after all fees with reinvestment of distributions. Annual returns of S&P/ASX Emerging Companies Accumulation Index are calculated on annual compound basis over the references period. Value added returns is a cumulative number calculated and hence cannot be compared to an annual return number, it is calculated by computing the total Pure Microcap Value Fund return over the reference period and subtracting it against the total S&P/ASX Emerging Companies Accumulation Index return over the reference period.
Microcap companies often have the fastest growth rates. Professional Microcap investors like Microequities will find the best growing businesses and invest in them over a long term investment horizon.
Microcap companies are too small for the large investment banks and fund managers to deploy their expensive resources. Frequently, Microcaps are not sufficiently researched and some are not researched at all. The lack of institutional following can lead to inefficient market pricing and undervalued companies.
Since many Microcap companies have relatively new products and services that might be at an early stage of their life cycle, Microcaps can provide investors with growth that is not necessarily dependant on prevailing economic conditions. Many Microcap companies grow faster because their products are newer; they are gaining market share or expanding into new markets, verticals or geographies.
Investors should consider Microcaps as an excellent addition to a balanced portfolio. Microequities’ in-house research, deep knowledge and expertise within this asset class, provides a professional and expert approach to Microcap investing.
The management team, staff and directors of Microequities have over $120m co-invested across the Microequities Funds. More than just alignment, we are all in! This mutual investment not only underpins our strategy but also ensures we face the same risks and rewards as our clients. For you and next to you.
We are firm believers in the power of long-term investments. We dont buy assets to trade, we buy to own. Our strategy involves deploying capital for very long periods (+5 Years) to harness the powerful combination of value, growth and small cap investing.
In 2015, we expanded our horizons with the Global Value Microcap Fund, offering our clients access to international markets. This not only diversifies your portfolio but also includes industry verticals unavailable in Australia, providing a broader scope for growth.
Deep Value Fund
Long Term Capital Growth |
High Income Microcap Fund
Regular Cash Income Fund |
Global Value Fund
Access to international growing companies |
Pure Microcap Fund
Long term capital growth by exposure to Australian listed Microcaps |
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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 | ||||
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Choose Microequities for a focused and experienced approach to microcap investing.
Key Benefits:
I believe in the power of investing in Microcaps, I feel it is the undiscovered land as opposed to the large cap space which has been picked over. Microequities live and breathe this stuff and are heavily co-invested. They are very unique, very focused and love what they do. The experience they’ve acquired means they have the tools to navigate the asset class well.
The returns of the fund have been stelar, both in terms of capital appreciation which has already been extraordinary, and in respect of income, which I quite frankly didn’t expect to be as good. So it’s been one of the most successful investments I’ve ever made. Any reasonably wealthy individual ...should strongly consider investing in Microequities
I think their returns have been quite spectacular, not only would I recommend Microequities to other people, I have done so on a number of occasions. The record of the group in the area of small cap investment has been so exceptional..and I think these are the people best placed to take advantage of what might be out there.
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.
Suite 3105 Level 31
Governor Macquarie Tower
1 Farrer Place Sydney NSW 2000
Phone: +61 2 9009 2900
E-mail: invest@microequities.com.au
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ALL RIGHTS RESERVED.
ⓒ COPYRIGHT 2023 MICROEQUITIES. ALL RIGHTS RESERVED.
Disclaimer: This website contains general information only and should not be construed or relied upon as legal, financial or professional advice. Accordingly the recipient should note that a) the advice has been prepared without taking into account the recipients objectives, financial situation or need; and b) because of that, the recipient should, before acting on the advice, consider the appropriateness of the advice, having regard to the recipients objectives, financial situation and needs, and obtain individual professional advice on this matter.
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