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

+748.41%

3 Year Compound Return per annum

+16.33%

5 Year Compound Return per annum

+7.95%

7 Year Compound Return per annum

+12.47%

Compound pa since inception in 2009

+17.28%

Fund Status

OPEN

* as at 31/01/2022

HIGH INCOME VALUE MICROCAP FUND

Regular Cash Income Fund

FUND HIGHLIGHTS*

Unit Price

$1.8119

Total return since inception in 2012

+204.56%

12 Month return

+25.73%

Compound pa since inception in 2012

+11.89%

Historical Grossed Up Distribution Yield

+4.64%

Fund Status

OPEN

* as at 31/01/2022

Pure-Icon

PURE MICROCAP VALUE FUND

Capital growth by 100% exposure to Australian listed Microcaps

FUND HIGHLIGHTS*

Unit Price

$1.5359

Total Return since inception in October 2017

+62.78%

Compound pa since inception in October 2017

+11.90%

Fund Status

OPEN

* as at 31/01/2022

Global Value Microcap Fund - Exposure to foreign currency assets

GLOBAL VALUE MICROCAP FUND

Access to international microcap & smallcap companies

FUND HIGHLIGHTS*

Total Return since inception in 2015

+81.71%

1 Year Return

+3.16%

2 Year Compound Return per annum

+11.71%

Compound pa since inception in 2015

+10.17%

Fund Status

OPEN

* as at 31/01/2022

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

 

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