microcaps

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...

The atmosphere across global markets is electric, and no this isn't a pun on EV's popularity. Rising exuberance across several sectors has been fuelled, rather than...

Nick Maggiulli, from personal wealth blog Of Dollars & Data, recently conducted some excellent analysis from on how crazy March 2020 was for the Dow Jones Industrial...

Before we get into the year award's for microcap fund of the year, I wanted to talk through the microcap fund manager review for Q42020. After a sustained period of...

Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...

Following recent management meetings, we think Veris could be a standout microcap (VRS.ASX $0.075 Mkt Cap $30.4m). Looking forward, VRS could be approaching turnover...

After a sustained period of underperformance, ASX microcaps are back! ASX microcaps have underperformed their slightly larger cousins small caps and their bigger large...

Most investors appreciate the merit of holding high-quality businesses for the long-term. However, little is said about the benefit of finding those companies early on...

Our analysis indicates that August was a month of extremes on the ASX with a renewed focus on price at one end of the spectrum but also a strong element of speculation...

After a strong rally the so-called ‘easy money’ has been made. From here, it is a stock pickers market as each business and industry is going to recover (and, for...

An update on microcap US Oil & Gas explorer Fremont Petroleum (FPL.ASX $0.008) having made an important announcement last week on funding. Having removed the funding...

Value investing has gotten a bad name of late. The value vs growth debate rages on and growth continues to dominate returns. It is likely that the average growth...

If you’ve been investing for a while, you’ve probably heard an investor say that ‘high quality management’ is one of the most important attributes of a potential...

As any experienced microcap investor could tell you, investing in microcaps presents many unique challenges, not the least of which is finding good ideas for further...