Capture value and long term returns  with Microequities

Invest with Confidence in a highly selective Microcap Portfolio with strong long term growth potential
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Welcome to Microequities Asset Management

For nearly two decades now, Microequities has built a reputation for specialising in small-cap and microcap investments. 

With over $100 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.

We have exclusively specialised in
Microcaps for over 15 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 for Mutual Success

The management team, staff and directors of Microequities have over $100m 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.

Which Fund Suits Me Best?

DEEP VALUE FUND
Long Term Capital Growth
MICROCAP FUND
Regular Cash Income Fund
GLOBAL VALUE MICROCAP FUND
Access to international growing companies
PURE MICROCAP VALUE 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

Benefits of Investing with Microequities

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

Our benefits include:

  • Consistently high returns from a diverse set of micro and small-cap companies.
  • A monthly cash income stream with franking credits from our High Income Value Microcap Fund.
  • Access to profitable industrial businesses through our Pure Microcap Value Fund.
  • Enhanced opportunities through our Global Value Microcap Fund.

Fund Performance Against Relevant Index*

Disclaimer: Annual compound returns of the Microequities Global Value Microcap Fund are calculated on annual compound basis after all fees with reinvestment of distributions. Annual returns of MSCI World Microcap 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 Global Microcap Value Fund return over the reference period and subtracting it against the total MSCI World Micro index return over the reference period.

Recognised for our
expertise

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What our clients say

John Appleseed
CEO, ABC Company

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John Appleseed
CEO, ABC Company

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John Appleseed
CEO, ABC Company

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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.