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Microequities is a specialised Microcap asset manager. Established in 2005 as an independent investment research house devoted to Microcaps. Microequities expanded into funds management in early 2009 by launching our flagship Deep Value Microcap Fund. In March 2012, a second fund, the High Income Value Microcap Fund was opened to investors.
What is a Microcap?
A Microcap is generally defined as a company whose market capitalisation (market value) is relatively small (generally defined as below A$250 million). Whilst an individual Microcap company's market value is relatively small, they make up a large component of total Australian Securities Exchange (ASX) participants.
Why us? Microequities' investment managers and analysts operate uniquely within the Microcap asset class. This asset class offers investors access to Australian companies with an attractive growth profile. However, it also necessitates a systematic and process driven research approach to investing. We are uniquely positioned within the Microcap asset class and posses research capabilities, deep knowledge and experience within the Microcap space. Our value-growth approach, coupled with a long term investment strategy, provides us with an investment ethos that is particularly well suited to Microcap investing.
The Deep Value Microcap Fund: Launched in March 2009, is a high conviction, value growth Fund that seeks to identify and invest in growing, profitable undervalued companies. The Fund does not have a broad based approach to investment. It maintains concentrated holdings in what we consider the most compelling companies within the Microcap asset class with the most attractive risk/reward metrics.
|
Deep Value Microcap Fund Performance Vs the All Ordinaries Accumulation Index |
|
As at
April 30, 2012 |
1
Month |
3
Months |
6
Months |
12 Months |
2
Year |
3
Year |
Inception |
| Deep Value Microcap Fund |
+1.50% |
+12.59% |
+16.62% |
+11.78% |
+9.95% |
+27.13% |
+140.48% |
| All Ords Accumulation Index |
+1.10% |
+4.73% |
+4.74% |
-4.62% |
+0.29% |
+10.50% |
+62.90% |
| Outperformance |
+0.40% |
+7.86% |
+11.88% |
+16.40% |
+9.67% |
+16.63% |
+77.58% |
| *Fund inception date March 6, 2009 |
| 2 and 3 year returns are calculated as compound per annum |
| (Returns are calculated after all fees and expenses and reinvestment of distributions) |
DEEP VALUE MICROCAP FUND
Value of $100,000 Invested at inception (06/03/09)
As at April 30, 2012
FOR MORE INFORMATION
or Call (02) 9231 6169
The information in this website is general advice and does not constitute personal advice. Microequities has not taken into account the investment objectives, financial situation or particular needs of individual investors. Microequities strongly recommends that potential investors seek independent professional advice as to the financial, taxation and other implications of investing. Past performance is not indicative of future performance. | 
