Merewether Capital Inception Fund
The Merewether Capital Inception Fund invests in small and microcap companies listed on the ASX, with the ability to invest in pre-IPO opportunities. (For Wholesale Investors only)
Merewether conducts bottom-up research to identify and invest in attractively valued ASX listed small and micro-cap companies with industry tailwinds run by skilled and aligned management teams.
Merewether invests in all industries excluding resources and biotech.
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 exASX100 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 small and microcap boutique funds management firm based in Newcastle, NSW. Founded by CIO, Luke Winchester, 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 is the founder and CIO of Merewether Capital and has been actively investing in small cap companies, both privately and professionally, for over a decade. Prior to founding Merewether Capital in late 2021, he spent five years at Oracle Investment Management in varying roles and most recently as Portfolio Manager of Oracle’s Emerging Companies Fund, which focuses on small and mid-cap companies listed on the ASX.
Merewether Capital - updates
You can find a copy of the IM in the Documents section of this listing or by clicking here. Information Memorandum
More info can be found on our website - Merewether Capital
Published by Merewether Capital Management Pty Ltd
Published by Merewether Capital Management Pty Ltd
Statutory Statement
This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
General Disclaimer
IMPORTANT STATEMENT ABOUT YOUR USE OF THIS SITE
Information on this site is intended for Australian users only.
This site is operated by Investment Markets (Aust) Pty Ltd. (ACN 634 057 248) (IMA, we, us and our), the holder of Australian Financial Services Licence (AFSL) no. 527875. The content is provided solely for information purposes, is not a recommendation or an offer to buy or sell a security, and is not warranted to be correct, complete or accurate. To the extent permitted by law, neither IMA, its affiliates, nor the content providers (such as the issuers of securities who appear on the site) are responsible for any investment decisions, damages or losses resulting from, or related to, the content, data and analyses or their use. The investment products on this site and any statements made about them by their issuers are not vetted, verified or researched by IMA. The presence of an investment product on this site should not be interpreted as an implied endorsement of it by IMA. Certain content provided may constitute a summary or extract of another document such as a Product Disclosure Statement. To the extent any content is general advice, it has been prepared by IMA. Any general advice has been provided without reference to your investment objectives, financial situations or needs. For more information refer to our Financial Services Guide. To obtain advice tailored to your situation, contact a financial advisor. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (or other offer document) before making any decision to invest. Past performance does not necessarily indicate an investment product’s future performance. The content is current as at date of initial publication and may not be current as at your date of viewing. For a more complete understanding of all the terms and conditions of your use of this site click here.