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QUANTIFYING THE UNDERVALUED

Specialised in identifying mispriced equities.

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'FAVOURABLE' RATING

Awarded by SQM Research

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AVAILABLE ON

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 January 2024. 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

INVESTMENT
PHILOSOPHY

Understand our investment philosophy

PORTFOLIO

Find out more about the portfolio construction and investment objectives

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