News and Insights

Chris Cuesta – US Micro Caps

Interview with Chris Cuesta and David Clarke or Inside the Rope. Chris discusses the opportunities that are presented by investing in US microcaps a strategy that has produced 15.3% p.a return since inception in 2014. We touch on the benefit being provided to US smaller companies by the Trump administration’s lower taxes and deregulation.  Watch […]

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News and Insights

Research Radar: Four Managers To Watch

We showcase four managers whose risk-adjusted returns over the past three years have earned them Citywire ratings. Wildy, who co-manages the Eventide Multi-Asset Income fund alongside David Dirk, has earned his first Citywire rating with a manager ratio of 0.40 for his performance in the Flexible Portfolio category. He sits 31st out of 207 managers […]

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News and Insights

IOOF Seeds New International Micro Cap Fund

IOOF has become the initial investor in a new international micro-cap fund launched by Brookvine and managed by US specialist Thomson Horstmann & Bryant. International micro-caps represent an interesting new asset class for Australian investors. The great thing about international micro-caps is that they provide the same entrepreneurial growth opportunities that Aussie ones do, but […]

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News and Insights

Global Ex-US Micro Cap Fund Launched In Australia

US-based THB and Australia’s Brookvine have brought international micro-cap investing to local investors with the launch of the THB International (ex-USA) Micro Cap Fund. The strategy seeks to provide access to the large and under-invested universe of international micro-cap stocks and invests in all major developed markets outside the US. The new fund complements the THB […]

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News and Insights

US And International Micro Caps: How Funds Can Benefit

What Australians call ‘micro caps’, of course, are not what the Americans call them. Ours are not only a lot smaller, they have different risk/return characteristics. Brookvine, an Australian manager and packager of investment strategies, is about to round out its range of micro-cap funds. They are worth a good look. Brookvine, based in leafy […]

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News and Insights

Donald Trump Has Stopped The Runaway Regulation Train

America’s microcap stocks are thriving under the Trump administration, which has been good for the US economy in delivering tax cuts and unwinding regulation that impaired the growth of small companies. “The biggest thing that our companies are excited about is deregulation,” said fund manager Christopher Cuesta, who oversees the Thomson Horstmann & Bryant US Micro Cap […]

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News and Insights

Brookvine Teams With US Partner For New Micro Cap Fund

Investment marketing specialist Brookvine is preparing to launch a new fund, the THB International Micro Cap Fund. Brookvine, which helps private equity firms and alternative asset managers raise money, launched a US-focused version of the fund in 2014 and plans its global equities counterpart for July 2018. The new fund will invest in a broadly […]

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