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PORTFOLIO

Spatium Capital, through the Spatium Small Companies Fund, takes a long-only investing approach to its portfolio with a view to invest in, on average, 25 to 40 positions across the ASX300.

The primary investment goal of Spatium Small Companies Fund is to appreciate investor’s capital through exceeding the return achieved by the S&P/ASX Small Ordinaries Index (Benchmark) over the long term.

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The Spatium Small Companies Fund does not seek to use gearing or leverage, so may be suitable for Self Managed Super Funds (SMSFs), private ancillary funds (PAFs), as well as personal and corporate investors seeking an actively-traded long-only product.

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To do so, our investment objectives are:

OUT
PERFORM

Outperform the return achieved by the Benchmark over the long term.

MAJORITY INVESTED

Be majority invested at all times.

EQUALLY
WEIGHTED

A focus on maintaining an equally-weighted portfolio with frequent rebalancing.

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M&Q Capital Pty Ltd ACN 630 916 602 trading as Spatium Capital, is the Investment Manager of the Spatium Small Companies Fund (Fund). The Investment Manager is a Corporate Authorised Representative (001279779) of True Oak Investments Pty Ltd ACN 002 558 956 AFSL 238184. True Oak Investments Pty Ltd (Trustee) is the trustee of the Fund and the issuer of its Information Memorandum.

For the SQM Research disclaimer, please visit the following linkCopyright © 2022 All Rights Reserved. Spatium Capital ® is a registered trademark of M&Q Capital Pty Ltd. 

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