IN PURSUIT OF UNDERVALUE

Specialising in identifying mispriced equities.

IN THE MEDIA

Nick spoke with Chris Judd about our thoughts on inflation in commodities, ESG impacts on investing and 3 stocks we're currently watching

SPATIUM SMALL COMPANIES FUND

Performance figures are current as at 31 March 2022. The Investment Strategy has been operational through a Separately Managed Account (SMA) arrangement from 1 July 2018. The presented information exhibits the continuity of returns from the SMA, which ceased to operate in March 2020, into the SSCF.

INVESTMENT STRATEGY

Spatium Capital has paid distributions of 16.5% and 12.9% over the last two years

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