IN PURSUIT OF UNDERVALUE

Specialising in identifying mispriced equities.

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'ACCEPTABLE' RATING

Awarded by SQM Research

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IN THE MEDIA

Back for Round 3, Nick spoke with Chris Judd about the macro challenges facing investors at this point in the cycle and where we see potential.

SPATIUM SMALL COMPANIES FUND

Performance figures are current as at 30 September 2022. The Spatium Small Companies Fund is a composite calculation of the SMA‘s inception (1 July 2018), through to the Fund’s inception and is net of fees, before tax, and assumes reinvestment of distributions.

INVESTMENT STRATEGY

Spatium Capital has paid an average distribution of 18.8% per financial year

Long only, investing in ASX300 listed companies

Average holding period
of 30-45 days

A diversified portfolio, holding an average of 25-40 stocks

Minimal cash weighting,
often holding less than 3%

INVESTMENT
PHILOSOPHY

Understand our investment philosophy

PORTFOLIO

Find out more about the portfolio construction and investment objectives