IN THE MEDIA
Speaking with James Dunn from The Inside Network, we (as the title suggests) go 'In Depth' into the mechanics of the Spatium Capital investment strategy and how our experiences with the industry to date have shaped our commercial approach.
SPATIUM SMALL COMPANIES FUND
Performance figures are current as at 31 October 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
Minimal cash weighting,often holding less than 3%
Long only, investing in ASX300 listed companies
Average holding period
of 30-45 days
A diversified portfolio, holding an average of 25-40 stocks
A focus on maintaining an equally weighted portfolio with regular rebalancing
