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Microcap, smallcap, micro cap, asx, fund, micro equities

WE INVEST FOR GROWTH & STRATEGIC VALUE

Founded in 2016 as a boutique investor, we are passionate about sharing our collective experience to knock down the walls of access for clients to the ultimate investors in the investment world. Highly aligned to our investment clientele, we work with our clients in ensuring the best possible mix of our proprietary funds approach and direct investments, conducting deep, original research and take a hands-on approach to engaging constructively with our investments to maximise value.

Dragonfly Fund: Focused on the pursuit of attractively-priced investments in nano-to-mid-cap businesses with strong growth prospects and/or strategic value. Has the flexibility to selectively invest in unlisted and hybrid/debt opportunities.

Apex Fund: A diversified yet specific investment fund across the large companies listed on the ASX, providing active returns with the backdrop of the security of the whole market

Focus Fund: While diversified across the ASX’s largest small companies, provides specific over investment in preferred companies and exposure to the micro cap sector.

Latest insights:

Martin Pretty from Equitable Investors observes the current market volatility and its impact on micro caps.

FIT for purpose. Opportunity in Financials, Industrials and Tech at the small end

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