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

WE INVEST FOR GROWTH & STRATEGIC VALUE

Our unique "crossover" strategy combines below-the-radar listed & proprietary unlisted opportunities.

We are passionate about conducting deep, original research on often uncovered micro-to-mid cap companies and identifying private opportunities.

We take a hands-on approach to engaging constructively with our investments to maximise value.

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Equitable Investors Dragonfly Fund - "Change"  May 2024

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A house in Sydney's East? Why not buy a small-cap ...

Small caps

Martin Pretty from Equitable Investments discussed a comparison between investing in property and directing funds towards the stock market. For instance, Martin suggests that with a similar amount to buying an overpriced house in Sydney's most exclusive suburb, one could buy one of around 80 companies on the ASX at their enterprise value of $10 million or less. The focus is on companies that have devalued significantly, citing an average 84% decline across these businesses over the last three years.

Three small caps with an overlap

19 Mar 2024

Martin Pretty from Equitable Investments offers insights on the small cap market, particularly concerning interest rates and their potential impact on the market. Given the recent trend of high or increasing rates, Martin acknowledges the challenges surrounding investor sentiment, given the market’s optimism regarding rate reductions. Highlighting mixed economic signals and influences on equity buyers, he notes the challenges faced by central banks in balancing inflation with long-term targets.

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