Value Investing, Business partnerships and the myth of market timing.

Thanks for attending Microequities CEO [Carlos Gil] presentation on Value Investing.

Oscar Wilde once wrote that a cynic is he who knows the price of everything and the value of nothing. In investing, a naive investor knows the price of all stocks and the value of none.

Valuation is the most important parameter we seek to understand when investing in a business, as we believe that in an undervalued company lies a superior profit making investment opportunity. 

As value investors 100% specialised in this asset class, we are constantly looking for these opportunities. We search; analyse; meet with management; industry insiders and if we like a company, we buy it for the long term. We are long term investors looking for business partnerships. 

At Microequities :

We are first and foremost value investors.

Our Investment targets have credible and strong business models; competitive advantages; financial solidity; market positioning.

We also look for competent & ethical management.

You have 4 funds to choose from

DEEP VALUE FUND

Long Term Capital Growth

FUND HIGHLIGHTS*

Total Return since inception in 2009

+863.50%

3 Year Compound Return per annum

+11.89%

5 Year Compound Return per annum

+7.39%

7 Year Compound Return per annum

+13.06%

Compound pa since inception in 2009

+19.73%

Fund Status

OPEN

* as at 30/09/2021

HIGH INCOME VALUE MICROCAP FUND

Regular Cash Income Fund

FUND HIGHLIGHTS*

Unit Price

$1.8135

Total return since inception in 2012

+202.23%

12 Month return

+31.71%

Compound pa since inception in 2012

+12.23%

Historical Grossed Up Distribution Yield

+3.71%

Fund Status

OPEN

* as at 30/09/2021

Pure-Icon

PURE MICROCAP VALUE FUND

Capital growth by 100% exposure to Australian listed Microcaps

FUND HIGHLIGHTS*

Unit Price

$1.5443

Total Return since inception in October 2017

+63.67%

Compound pa since inception in October 2017

+13.11%

Fund Status

OPEN

* as at 30/09/2021

Global Value Icone

GLOBAL VALUE MICROCAP FUND

Access to international microcap & smallcap companies

FUND HIGHLIGHTS*

Total Return since inception in 2015

+94.25%

1 Year Return

+40.94%

2 Year Compound Return per annum

+23.38%

Compound pa since inception in 2015

+12.06%

Fund Status

OPEN

* as at 30/09/2021

Please fill out the form below to learn more about how we can help you grow your wealth

 

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