Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for the quarter. This was in contrast to S&P/ASX All Ordinaries Accumulation Index which returned +1.9% for the period. The performance of large stocks... Show More
Veris Limited (VRS: ASX announced another acquisition in its continuing strategy to rollup firms in the surveying and urban/regional planning business. Veris decided to wind down its old OTOC construction business over last 18 months to focus on its surveying and planning strategy. The new acquisition was well received with... Show More
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... Show More
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 be a better... Show More
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... Show More
