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'ACCEPTABLE' RATING
Awarded by SQM Research
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 28 February 2023. 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%
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