Acorn Capital Investment Fund
About this Fund
|FUND MANAGER||Acorn Capital Limited|
|ASSET CLASS||LISTED INVESTMENT COMPANY|
|INVESTMENT STYLE||ACQ invests in listed and unlisted Emerging Companies or microcaps.|
|INVESTMENT PROFILE||ACQ gives investors exposure to companies that have the potential to provide substantial capital appreciation over the long term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||S&P/ASX Small Ordinaries Accumulation Index|
|FUND SIZE||S&P/ASX Small Ordinaries Accumulation Index|
|NO. OF HOLDINGS|
Benefits of investing in ACQ
Investors in ACQ may benefit in the following ways:
About the Fund
Acorn Capital Investment Fund (ASX:ACQ) is a listed investment company that invests in a diverse portfolio of emerging Australian companies. Emerging Companies (or Microcaps) are defined as those with an equity valuation that is below that of the 250th largest ASX company. Such companies may be either ASX-listed or unlisted and Australian incorporated (or have an Australian nexus). ACQ provides investors with a means to gain exposure to invest and support the innovation and growth characteristics of these businesses.
ACQ seeks to identify and exploit mispricing in the Australian listed microcap sector and also invests in attractive unlisted securities in order to generate outstanding long-term investment returns.
With relatively less research on the microcap sector, mispricing is more prevalent in this sector than large caps. Inefficient markets lead to opportunities to uncover investments that may provide greater returns superior to those available in the broader market. In addition, investments are sought that will provide impact investing.
Why invest in ACQ?
ACQ's portfolio provides an investor with access to a sector of the market (being Emerging / Microcap Companies, including private/unlisted opportunities) that are not typically available to retail investors. This presents a diversification opportunity for individual investors as well as access to a long-established research team.
About the Investment Manager
Acorn Capital is a specialist small and emerging company investment manager, with a strong track record of managing investments.
Established in 1998, Acorn Capital believes that in-depth fundamental research, both at the sector and company level, is essential when investing in emerging companies.
Acorn Capital has one of the largest and most experienced specialist emerging company investment teams in Australia.
How we invest your money
ACQ is managed by Acorn Capital Limited, the pioneer of Emerging Company or "microcap investing in Australia.
An active, research-driven investment manager, Acorn Capital's experienced team has a tried and tested active approach of bottom up stock picking as well as sector analysis and thorough valuation techniques that are applied to the assessment of investment opportunities. The research process is vigorous and regular company interaction is undertaken.
The following investment guidelines apply to the implementation of ACQ's investment strategy: