Merewether Capital Inception Fund
The Merewether Capital Inception Fund invests in microcap companies listed on the ASX. It employs a long-only, high conviction strategy (10-25 positions) with a focus on profitable growing companies with skilled and aligned management teams.
Merewether Capital is a specialist micro and small cap boutique funds management firm. Co-founded by Luke Winchester and backed by ARC Funds (ASX:ARC), the firm operates with a focus on absolute performance, driven by a commitment to deep fundamental research and understanding of the businesses that we invest in.
Merewether Capital invests in all industries with a preference to avoid speculative industries such as resource explorers, pre-clinical biotechs and pre-revenue technology.
Fund Objective
The Fund’s objective is to outperform an absolute return hurdle of 6% per annum over a rolling 5-year period by investing in undervalued, yet profitable ASX listed small and micro-cap companies.
Investment Strategy
Investing in a concentrated portfolio (10-25 positions) of primarily ex-ASX100 listed equities with a focus on profitable, growing small and micro-cap ASX-listed companies. A typical investment will meet the following criteria:
- Management ownership
- Growth prospects
- Reasonable valuation
- Simple financial accounts
While simple, in small caps each criterion may not be obvious and may require significant digging under the surface to understand the true investment potential.
Merewether Capital is a specialist micro and small cap boutique funds management firm. Co-founded by Luke Winchester and backed by ARC Funds (ASX:ARC), the firm operates with a focus on absolute performance, driven by a commitment to deep fundamental research and understanding of the businesses that we invest in.
Luke Winchester co-founded Merewether Capital in July 2021 with the goal of building a reputation as one of the leading small and microcap managers in the Australian equities market. As one of the largest investors in the Fund, his interests with investors are fully aligned.
You can find a copy of the Investment Memorandum in the Documents section of this listing or by clicking here: https://www.merewethercapital.com.au/IM
More information can be found on our website: Merewether Capital
You can invest using the Apex application form or through the online portal:
Published by Merewether Capital Management Pty Ltd
Published by Merewether Capital Management Pty Ltd
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