Looking for small cap opportunities
The InvestSMART Australian Small Companies Fund has shown tremendous performance since it's inception in February 2017. The Fund is a concentrated portfolio of the analyst teams best small cap ideas and Senior Analysts', Alex Hughes and Jon Mills, talk us through two of those ideas.
Alex talks about his investment case for red light and safety camera operator Redflex Holdings (RDF) which has a new CEO at the helm and recently completed an entitlement offer raising additional funds to put it in a good position to win new contracts.
Jon Mills discusses the opportunity he sees in Austin Engineering (ANG). It is no secret the mining services sector has been under strain for some time now and the share price of Austin Engineering reflects this. But, the tides are showing signs of turning as mining companies who have put off replacing equipment on trucks and diggers will need to be replaced. Parts such as teeth on diggers are essential for miners to keep operating and there are signs the replacement cycle is turning.
These are just two of the investment cases in the portfolio. Every month the team will write up an in-depth investment case for a company in the portfolio and each quarter the top five holdings are released in the quarterly report.
Find out more about the InvestSMART Australian Small Companies Fund.
Frequently Asked Questions about this Article…
The InvestSMART Australian Small Companies Fund is a concentrated portfolio that focuses on the best small cap ideas from the analyst team. It has shown tremendous performance since its inception in February 2017.
The key analysts behind the fund are Senior Analysts Alex Hughes and Jon Mills, who provide insights and investment cases for the companies included in the portfolio.
Redflex Holdings (RDF) is a red light and safety camera operator with a new CEO and has recently raised additional funds through an entitlement offer. This positions the company well to win new contracts, making it an attractive investment case.
Austin Engineering (ANG) is seen as a good investment opportunity because the mining services sector is showing signs of recovery. As mining companies need to replace essential parts like digger teeth, Austin Engineering is well-positioned to benefit from this replacement cycle.
The InvestSMART team provides monthly updates with in-depth investment cases for companies in the portfolio. Additionally, the top five holdings are released in the quarterly report.
You can find the latest updates on the InvestSMART Australian Small Companies Fund by reading the monthly updates and quarterly reports available on their website.
The fund focuses on small cap companies across various sectors, including those in the mining services sector, as demonstrated by their investment in Austin Engineering.
The InvestSMART Australian Small Companies Fund has shown tremendous performance since its inception in February 2017, making it an attractive option for investors looking for small cap opportunities.
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