Investment strategy

Our strategy

The Fund invests its capital in companies with a significant discount in the share price relative to perceived inherent value. These companies have superior fundamental prospects, yet negative external events have attracted a flight of investors. The Fund seeks to assist investee companies to demonstrate, grow and realise their inherent value.​

Our approach

Our purpose

Our edge

We are active investors

  • We work with management to develop and implement strategic change to improve business performance and unlock value for our Unit holders

  • We engage with all company stakeholders to achieve strategic alignment

  • We will occupy board positions where required to drive our strategy

We fish in uncrowded waters​

  • We focus on microcaps flying under the radar of larger institutions​

  • We intend to keep Net Asset Value of the Fund below $50m for the foreseeable future​

  • For many of our investments we will be one of few institutional investors​

  • We believe that small, concentrated funds can generate larger long-term returns​

We meet challenges that others avoid

  • The Microcap companies we invest in have superior assets that are adversely impacted by non-operational externalities such as fractious shareholders, domineering directors or industry pressures​

  • Such externalities tend to cause uncertainty and under-valuation by the market, offering us an opportunity that many others don’t see​

Investment strategy

Our strategy

The Fund invests its capital in companies with a significant discount in the share price relative to perceived inherent value. These companies have superior fundamental prospects, yet negative external events have attracted a flight of investors. The Fund seeks to assist investee companies to demonstrate, grow and realise their inherent value.

Our approach

Our purpose

Our edge

We are active investors

  • We work with management to develop and implement strategic change to improve business performance and unlock value for our Unit holders
  • We engage with all company stakeholders to achieve strategic alignment
  • We will occupy board positions where required to drive our strategy

We fish in uncrowded waters​

  • We focus on microcaps flying under the radar of larger institutions​

  • We intend to keep Net Asset Value of the Fund below $50m for the foreseeable future​

  • For many of our investments we will be one of few institutional investors​

  • We believe that small, concentrated funds can generate larger long-term returns​

We meet challenges that others avoid

  • The Microcap companies we invest in have superior assets that are adversely impacted by non-operational externalities such as fractious shareholders, domineering directors or industry pressures​

  • Such externalities tend to cause uncertainty and under-valuation by the market, offering us an opportunity that many others don’t see​

Please contact your Financial Advisor

or visit Equity Trustees Limited website

(www.eqt.com.au/insto)

for further information regarding the Supervised Investments funds.

wholesale / institutional investors

Retail Investor