News & Insights

Boutique investment manager established in 1998

Fintech at Acorn Capital

Fintech at Acorn Capital

Ben Dalling, Portfolio Manager, Financials 21 December 2017

We hear the term “Fintech” thrown around in the press regularly, however the term is not easily defined. At Acorn, we view Fintech as new financial technology that becomes an enabler for consumers or business in the Financial Services Sector. This technology might be in payments, accounting, money transfers, lending, investing, asset management, cyber security, […]

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Innovations that can supply the growing demand for lithium

Innovations that can supply the growing demand for lithium

Rick Squire – Portfolio Manager
Karina Bader – Analyst, Resources
27 October 2017

As lithium demand grows, innovation will be at the core of future supply. For investors, knowing what the key innovations will be and when they can be implemented is crucial for assessing the potential risks and rewards. At Acorn Capital, we follow innovations in the lithium sector very closely and use this knowledge to determine […]

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Investing in Lithium stocks – is it the beginning or the end of the boom

Investing in Lithium stocks – is it the beginning or the end of the boom?

By Rick Squire – Portfolio Manager and Karina Bader – Analyst, Resources 9 October 2017

The lithium price almost doubled in 2016, making it the best performing commodity of the year. This rise triggered a boom in lithium stocks, such as Galaxy Resources, Orocobre and Neometals, which experienced annual gains of 523%, 436% and 120%, respectively. The magnitude of these gains has led many analysts to ponder whether lithium has […]

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Manufacturing in Australia – innovate or die

Manufacturing in Australia – innovate or die

By Ben Dalling – Portfolio Manager, Industrials 15 September 2017

Source: Carbon Revolution Australian manufacturing’s obituary has been written many times over the past decade. However, we believe these reports are greatly exaggerated. There are attractive investment opportunities in Australian manufacturing, particularly where companies are innovating in this space. This is the first of a series of articles that will highlight where we see such […]

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Finding gold in the resources sector

Finding gold in the resources sector

By Rick Squire, Portfolio Manager – Resources 31 August 2017

Source: Encounter Resources (ASX:ENR) Gold explorers can deliver outsized returns when they are successful in making a major new discovery. The sheer magnitude of the universe (some 200 ASX-listed companies are exploring for gold) means many of the companies are not covered by independent external research.  As a result there is an opportunity to extract […]

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Wound care – an untapped healthcare investment opportunity

Wound care – an untapped healthcare investment opportunity

By Paul Palumbo, Healthcare Portfolio Manager 22 August 2017

Wound care is an area of medical research that doesn’t receive the same attention from investors as other healthcare sectors, such as cancer, neurology (Parkinson’s and Alzheimer’s) or cardiovascular disease research. However, it is one that investors should not ignore.  The global wound care market is estimated to be worth over $US25 billion and growing […]

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How does ACQ construct its portfolio?

How does ACQ construct its portfolio?

20 February 2017

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 […]

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ACQ’s approach to investment

ACQ’s approach to investment

6 February 2017

What is ACQ’s investment approach? ACQ supports growing Australian companies.  Research papers from the Commonwealth Department of Industry and Science (Office of the Chief Economist) conclude that young Australian companies contribute disproportionately to net job creation; although such companies employ only 15% of the workforce, they generate 40% of job creation (the largest share) in […]

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Why Invest in ACQ?

5 February 2017

Acorn Capital Investment Fund Limited (ACQ) offers investors something different. The focus of ACQ is on listed and unlisted Emerging Companies or “microcaps”.  This is a segment of the Australian investment market which is generally under-researched and under-represented in investor portfolios.  ACQ gives investors exposure to investments that have the potential to provide substantial capital […]

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