Emerging Growth Strategy (EGS)
Overview
Overview
Proven management.
- Outperformers in Microcaps over 20 years
- 11 Years of running EGS strategy
- Invested in 54 unlisted situations and 35 liquidity events
Overview
Full universe, best ideas portfolio.
- All industries
- All stages of development
- Listed and unlisted companies
Performance.
Our robust stock selection process demonstrated by our 11.0% p.a. excess returns (gross of fees) over the last 20 years.
11.0% p.a excess return over 11 years 1,2
- Microcap Index or Acorn Capital / SIRCA Microcap Index is an accumulation index that measures the return of the ex-25- universe on the ASX. The index data set extends back 20 years for constituent data and 50 years for performance data.
- Annual and Absolute returns were calculated from January 2009 to December 2020.
Why acorn?
"We focus on the areas others find more difficult or struggle to price, and this is where the greatest inefficiencies and richest opportunities lie."
Robert Routley, Acorn Capital CEO
Opportunity Spectrum.
The EGS investment universe of emerging companies covers the investment spectrum across the early, expansion and mature growth stages of development. This matches the funding sources provided by venture capital funds, microcap funds and small/midcap funds.
Investment process.
The Emerging Companies sector is particularly inefficient and capturing this requires particularly rigorous company level analysis…the key to investing successfully in the sector is getting the stage of development right.
Investment Style.
The EGS is agnostic to liquidity provided it is appropriately valued. Acorn Capital’s approach to valuation in unlisted investments has been developed over 11 years.
Get in touch today.
For further information
For further information on the Fund contact Dan McAleer.
Investment Team.
IMPORTANT NOTICE
This document is prepared, issued and furnished on a confidential basis to a limited number of sophisticated investors who are wholesale clients (as defined in section 761G of the Corporations Act). The information contained herein should be treated in a confidential manner and may not be reproduced or used in whole or in part for any other purpose, nor may it be disclosed without the prior written consent of the Acorn Capital Ltd. This document is being provided for preliminary discussion purposes only, in relation to certain prospective investment opportunities. It is not intended to be complete or definitive. Any information provided in this document is subject to and superseded by definitive documentation. Whilst the information contained in this document is believed to be reliable, its accuracy or completeness cannot be guaranteed, and no responsibility for the accuracy or completeness of such information is assumed by Acorn Capital Ltd or any other person furnishing this document. Past performance is not necessarily indicative of future results. There can be no guarantee that targets or objectives set out in this document will be met. Any financial product advice provided in this document is general financial product advice only, and does not take account of the objectives, financial situation or needs of any person.