The Fund your advisor wont talk to you about

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.

Deep Value Fund compound annual return since inception +15.23% net of all fees

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.

Why Microcaps?

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.

Microcaps; under-researched, under-invested and under-valued

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.

Microcaps’ growth is not reliant on economic conditions

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.

Microcaps are a welcome addition to a balanced portfolio

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.

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Why Us?
We have exclusively specialised in
Microcaps for 20 years.

Microequities was founded in 2005. Our investment management team boasts decades of experience, focusing exclusively on discovering undervalued, profitable, growing micro and small-cap companies that are likely to deliver substantial long-term growth. Take advantage of research and management capabilities so we do the hard work for you.

Aligned Interests

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.

Long-Term Capital for Long-Term Growth

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.

A Global Perspective on Microcap Investments

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.

Recognised for our
expertise

Featured In

Which Fund Suits Me Best?

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
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

Think Different. Invest Different.

Choose Microequities for a focused and experienced approach to microcap investing.

Key Benefits:

  • Invest Different – We target businesses ignored by large funds, uncovering opportunities others miss.
  • Aligned Interests – Our fund managers invest $120M of their own money alongside you.
  • Proven Track Record – Our Deep Value Fund has delivered a compound annual return of X% since inception.
  • Long-Term Wealth Creation – We focus on sustainable, risk-managed returns.

See why high-net-worth investors trust us.

Investor 001
Microequities Investor

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.

Martin Bloom
Microequities investor

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

Ian Pryor
Microequities investor

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.

Frequently Asked Questions

Microcaps are publicly traded companies with relatively small market capitalisations (under $500m). Investing in microcaps offers the potential for significant growth, which larger cap stocks may not provide. Additionally many Microcaps are mispriced by the market, affording investors that are able to assess fundamental value, a superior investment opportunity.
Microcap 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, presenting opportunities to invest in undervalued companies.
Investing in microcaps 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 with sound financials and strong growth potential.
Investing in microcaps 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 with sound financials and strong growth potential.

Ready to get started?

Embark on your investment journey with a firm that aligns its success with yours. Join us at Microequities, where your financial growth is our priority.

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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.

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