News and Insights

ESG Investing Explained

Investing responsibly is a broad statement. There are no set rules or guidelines about how an investor should incorporate ESG principles in their investment decision making. It is up to the individual asset owners to interpret their fiduciary duty and choose which process, or combination of methodologies, best fits their objectives. For many investors today, […]

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News and Insights

Micro caps vie for the private equity dollar

Chris Cuesta International micro-cap specialist THB Asset Management is increasingly observing its client base and potential clients looking at the asset sub-class as an alternative to private equity – similar return characteristics but at a reduced cost and with better liquidity. Visiting Australia last week, Christopher Cuesta, the firm’s chief executive, said that about 40 […]

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News and Insights

Feel-Good Funds Hold Their Own

It’s the ultimate feel-good investment, a fund that eschews tobacco, coal, alcohol, gambling, firearms and big pharama. Supporters say these funds are making the world a better place but critics believe that ESG (environmental, social and corporate governance) is little more than the latest soph- isticated money-making marketing tool. ‘To us it’s about buying everyday […]

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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.  Check […]

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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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