microcaps

Mergers and acquisitions among small- and micro-caps appear to be on the rise, as slowing activity at the larger end of the market rolls over amid higher inflation,...

Over the past 13 years, bottom-up, fundamental analysis has come second to growth at any price. But how quickly things can change. The extreme pent-up demand for...

In the middle of last year, I wrote an article highlighting the advantages of shopping for stocks globally. To illustrate, I showed the valuation discrepancy between...

For those not inclined towards macro outlooks, top picks for the year ahead are the flavour of the month. Microcap guru, Harley Grosser from Capital H Management,...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...

Since its inception in 1792, the New York Stock Exchange has been a witness and barometer of human history. Humanity has had to endure its fair share of setbacks...

Some people don’t find the price-to-earnings ratio very useful in gauging the “investability” of companies. And this rings particularly true if you’re looking at the...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

Fallen angels, for a microcap investor, can be heaven-sent. They may also wreak havoc on your portfolio if they skip the crucial “turnaround” component and hit the...

Interesting things happen when investors get over the idea that equity markets are where all the action is. The truth is, some of the most compelling opportunities are...

Since November last year, when accelerated vaccine approvals gave the world a clear path out of the pandemic, investors have been searching for “re-opening”...

The age-old (and perhaps contentious) saying “time in the market beats timing the market” shouldn't just apply to returns: the experience from being invested at a...

At just 23 years’ old, Harley Grosser did what many of us only ever dream of and founded his company, Capital H Management. At the time, he had $50,000 of his own...

When British grocery executives were brought to Australia to shake up the local market, some dubbed Australia “Treasure Island”. The far-flung small market lacked...

Autonomous and advanced driver assistance solutions have revolutionised the driving experience and are tackling road safety head on. Over many years, automakers and...

It’s easy to see why so many investors are caught up in the hype of 5th generation wireless technology. We hear of 5G powering a new age of technology, transforming...

Global micro-caps is a relatively unfamiliar asset class for most investors and one which is dogged by misconceptions. We want to challenge these myths and help...

Looking for the next big thing? We're already onto it. The Lennox Australian Microcap Fund is an actively managed portfolio of 20 to 40 microcap companies listed in...

If a rising tide lifts all boats, then the Australian small and micro-cap market is experiencing what can only be described as the mother of all king tides. There are...