Microequities
- Company typePublic
- Founded2005
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Microequities firmographics
Firmographics- Name
- Microequities
- Legal name
- Microequities Asset Management Group Limited
- Website
- https://microequities.com.au
- Company type
- Public
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Microequities industry classification
Industry- Product category
- Microcap Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Micro-VC & Angel Funds (FSANAAAI)
- akta.pro secondary industry
- SME Term Loans & Growth Capital (FSAKAGAB)
Keywords
Where Microequities is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Microequities business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Management Fees: Asset management fees charged to investors in managed funds. The firm manages multiple funds including Deep Value Fund, High Income Microcap Fund, Pure Microcap Value Fund, Global Value Microcap Fund, Private to Beyond the IPO Fund, and Value Income Fund.
- Performance Fees: The firm employs a performance-based incentive structure for the investment manager. Performance fees align manager and investor interests in delivering returns.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Value Income Fund - minimum investment |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Microequities product offering
Product offeringCore offering
Microequities is a specialised boutique asset management firm offering seven distinct managed investment funds focused on microcap and small-cap listed equities in Australia and globally. The funds span value investing, high income, global microcap, pure microcap value, private-to-pre-IPO, retail value income, and value earth strategies. The firm manages approximately A$330 million for High Net Worth Individuals, wholesale/sophisticated investors, and private equity investors.
Product overview
Microequities is a specialized microcap and small-cap asset management firm offering a portfolio of seven distinct managed investment funds. The core offerings include Deep Value Fund, Global Value Microcap Fund, Pure Microcap Value Fund, High Income Microcap Fund, Private to Beyond the IPO Fund, Value Income Fund, and Value Earth Fund. The funds operate as separate unit trusts with different investment mandates ranging from long-term capital growth (Deep Value, Pure Microcap, Global Value) to regular income generation (High Income, Value Income) and private equity exposure (Private to Beyond the IPO). The firm also provides access to private asset investments through its private assets team, including holdings in companies like Hapana, JAVLN, Complexica, and Encompass.
Differentiator
Problem solved
Functional benefit
Products and services
- Deep Value Fund A concentrated long-only value fund that invests in deeply discounted Australian listed companies identified through rigorous in-house fundamental research. Designed for wholesale and sophisticated investors with a minimum investment of A$100,000.
- Pure Microcap Value Fund A value fund investing exclusively in Australian microcap listed companies, applying the firm's deep value investment philosophy to the smallest listed equities. Targeted at wholesale and sophisticated investors.
- High Income Microcap Fund A microcap strategy that seeks to produce a consistent 6% annual distribution target by investing in income-generating microcap opportunities. Designed for wholesale and sophisticated investors.
- Global Value Microcap Fund A globally-focused value fund applying the firm's deep value investment philosophy to microcap listed companies outside of Australia. Targeted at wholesale and sophisticated investors.
- Private to Beyond the IPO Fund A private equity fund that invests in private companies and pre-IPO opportunities, leveraging the firm's prior public-market research on those companies. Targeted at sophisticated investors with higher minimum commitments.
- Value Income Fund A retail-focused value fund that invests in microcap and small-cap companies with an income orientation. Designed for retail investors with a minimum investment of A$100,000.
- Value Earth Fund A retail-themed value fund with a A$25,000 minimum investment, extending the firm's value approach to a thematic retail product.
Quantifiable outcome
- +12.32% Compound Annual Return since March 2009 (Deep Value Fund)
- +2 more outcomes
Companies that use Microequities
Customer profileSegments3 records
Ideal customer profiles3 records
Microequities technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Microequities partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Microequities competitors and assessment
Company assessmentDirect peers
- Plato Investment Management: Australian boutique manager known for systematic and fundamental long-only equity strategies with a focus on quality and value. Comparable boutique scale and Australian equity focus, though somewhat larger AUM.
- Avenir Capital: Boutique Australian fund manager focused on small-cap and emerging companies with active ownership approach. Comparable in scale, target segment (under-researched small-caps), and concentrated portfolio construction.
- Eley Griffiths Group: Australian boutique fund manager focused on small-cap value investing with concentrated portfolios and long-term horizons. Closely comparable in scale, philosophy, and target segment to Microequities.
- L1 Capital: Melbourne-based boutique fund manager with long-only Australian and global equity strategies including small-cap exposure. Comparable boutique structure, performance-fee model, and value-oriented Australian equity focus.
- WAM Capital (Wilson Asset Management): Listed Australian microcap/small-cap value investor running multiple funds with a similar value-oriented philosophy and wholesale distribution model. Most directly comparable to Microequities given boutique ASX-listed structure and small-cap focus.
- Montgomery Investment Management: Australian boutique fund manager running concentrated small-cap portfolios with a long-term investment horizon. Comparable in boutique scale, focused mandate, and emphasis on fundamental research-driven stock selection.
- Perennial Value Management: Australian value-oriented fund manager with concentrated portfolios across small and mid-cap ASX-listed companies. Shares Microequities' value philosophy, wholesale distribution model, and focus on inefficiently-priced segments.
- Cadence Capital: ASX-listed boutique fund manager focused on Australian small and mid-cap equities with a long-term value approach. Comparable in scale, listed structure, and concentrated portfolio strategy targeting under-researched companies.
Emerging players
- Antipodes Partners: Australian boutique manager offering global and Australian value strategies. Comparable boutique structure and value philosophy, with some overlap in international microcap exposure via the Global Value Microcap Fund.
Broad incumbents
- Magellan Financial Group: Larger ASX-listed Australian asset manager with global equities focus. Comparable as a listed Australian fund manager but operates at significantly greater scale and broader mandate — not a direct competitor in microcap but a comparable public-market asset management platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Microequities social profiles
Digital presenceMicroequities financial estimates
Financial estimateRevenue estimate
Valuation estimate
Microequities leadership team
Management profileNumber of profiles
Profiles12 records
Microequities subsidiaries and ownership
Company hierarchySubsidiaries1 record
Microequities funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Microequities M&A and investment
M&A and investmentM&A
Investments9 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Microequities
What does Microequities do?
Microequities is a specialised boutique asset management firm offering seven distinct managed investment funds focused on microcap and small-cap listed equities in Australia and globally. The funds span value investing, high income, global microcap, pure microcap value, private-to-pre-IPO, retail value income, and value earth strategies. The firm manages approximately A$330 million for High Net Worth Individuals, wholesale/sophisticated investors, and private equity investors.
Is Microequities a public or private company?
Microequities is a public company. It is classified as public and is currently operating.
When was Microequities founded?
Microequities was founded in 2005. It employs 11 to 50 people.
Where is Microequities based?
Microequities is headquartered in Sydney, Australia, in the Oceania region.
How does Microequities make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are performance Fees.
Who are Microequities's main competitors?
Direct peers on record are Plato Investment Management, Avenir Capital, Eley Griffiths Group, L1 Capital, WAM Capital (Wilson Asset Management), Montgomery Investment Management, Perennial Value Management and Cadence Capital. Antipodes Partners is listed as an emerging player. Magellan Financial Group is listed as a broad incumbent.
Does Microequities have an API?
No public API is recorded for Microequities.
What industry is Microequities in?
Microequities's product category is Microcap Asset Management. Its primary akta.pro industry code is FSANAAAI, Micro-VC & Angel Funds, with a secondary code of FSAKAGAB, SME Term Loans & Growth Capital. Its NAICS code is 523940 and its SIC code is 6282.