The irrational selling of rising microcaps and small caps
Some years ago, I had a relation of mine tell me he was selling some shares in a Microcap company he bought only six months earlier. I asked him what the reason for him selling was, and he responded that he made a 50% gain and was taking profits because he didn’t want to be […]
High income yield and growth via microcap companies
Think of high yield or high income, and small caps and microcaps are probably not going to be the type of companies that would immediately come to mind. There is a good reason for that: almost every equity income fund in Australia is made of large cap companies. In fact, if you look under the […]
Managed funds vs. Passive funds in microcaps
Managed Funds vs Passive Funds in Microcaps – In recent years, there has been an enormous shift towards passive investing and index funds, supported by academics, investment practitioners, financial advisors, and assorted pundits. While we don’t know if they’re right for you (speak to your financial advisor), are there any situations where managed funds may […]
How to identify investment ideas
How to identify investment ideas? This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies […]
Superloop set to buy bigair group raise 65m: repost from afr
Written by Sarah Thompson, Anthony Macdonald, Joyce Moullakis Bevan Slattery’s Superloop is set to acquire ASX-listed Bigair Group, sources told Street Talk on Tuesday. It’s understood Superloop will offer Bigair shareholders an all-scrip deal, or a cash and scrip alternative, both valuing the company at more than a 30 per cent premium to its last […]
Mcpherson’s limited (asx:mcp) research report
In the middle of a makeover Microcap consumer products company McPherson’s Limited (ASX:MCP) is a supplier of household and personal care products, with operations in Australia, New Zealand and Asia. McPherson’s is undergoing a transformation in order to focus on the faster growing and more profitable Health and Beauty and Home Appliances segments, and diversify […]
Microequities deep value microcap fund
Microequities Deep Value Microcap Fund is now rated the top performing managed fund in Morningstar.com.au mid/small value category across all time periods as of 31 August 2016. We continue to selectively invest in companies with high earnings growth outlook trading at deep value price points. http://bit.ly/2c3HJlx NEW INVESTOR APPLY ONLINE NOW DEBT HAS A PRICE, […]
