IN THE MEDIA
We're back with our Q2 quarterly update for 2024 to discuss:
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Recession or Overreaction?
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Federal Reserve in Focus: the US election is fast approaching, so is a cut coming?
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Fear vs. Greed: how it continues to drive market volatility
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Commercial Real Estate Concerns: Is the rising vacancy rate a sign of deeper economic troubles?
SPATIUM SMALL COMPANIES FUND
Performance figures are current as at 31 December 2024. Inception was 1 July 2018. Total returns are calculated using the sell (exit) price, net of fees, gross of tax, and assume reinvestment of distributions. Figures showing a period of less than one year have not been adjusted to show an annual total return. Figures for periods of greater than one year are shown on a per annum compound basis. Past performance is not a reliable indicator of future performance.
INVESTMENT STRATEGY
Minimal cash weighting,often holding less than 3%
Long only, investing in ASX300 listed companies
Average holding period
of 30-45 days
A diversified portfolio, holding an average of 25-40 stocks
A focus on maintaining an equally weighted portfolio with regular rebalancing
