How we choose a new investment

Our team analyses over 400 potential new investment opportunities per year.

On average we make just 10 new investments per year.

We are extremely selective with the companies we invest in.

We require Environmental, Social and Governance (ESG) reporting for new investments.

We require a comprehensive investor awareness program for new investments

Our Investment Process

Our network introduces us to pre screened investment opportunities.

Our trusted advisors and sector experts help us assess the investment.

We conduct regular meetings with management to build trust and a relationship.

Our inhouse analysts conduct due diligence and analysis

The investment committee makes the final investment decision.

We announce the investment to our followers and update them as the company progresses

We aim to increase position as the company delivers over time.

We aim for free carry within 24 months of investing.

Mandatory: Environmental, Social and Governance (ESG) reporting

Best in class ESG companies attract more capital, better customers and top talent – this leads to better shareholder returns over time.


We require that all new investments sign on to an ongoing ESG improvement program and quarterly ESG reporting.

Mandatory: Comprehensive Investor Awareness Program

We research and invest in quality companies with strong management and top class projects.

But with over 2,000 companies listed on the ASX it is critical for our investments to stand out from the crowd.

While we have a large following of investors who co-invest in our portfolio stocks, we also require that our portfolio companies engage in our comprehensive investor awareness program to reach new investors.

As investors who have performed significant due diligence we prefer to take the fee for this investor awareness service in shares. 

Quality companies + long term positions + investor awareness + successful execution of company business plan is our formula.

Our Readers and Co-investors

We have 3 million yearly readers and over 100,000 subscribers who receive our ongoing portfolio company research and commentary.

Our business model is an investment fund seeking long term return on investment across a small cohort of quality ASX listed micro-caps.

We share our research and commentary for free with our readers who can decide to co-invest in the companies we are invested in directly via their stockbroker or trading platform.

Trust and transparency with our readers is crucial and we are consistently seeking reader feedback on how their experience and our service can be improved – new improvements to our sites are released every 4 to 6 weeks.

We operate under an Australian Financial Services License (AFSL No. 296877) and while we are not able to give personal financial advice our reader survey has shown that:

  • 76.2% of our readers say that they are invested in at least one portfolio stock
  • 82.2% of our readers say that they are thinking about investing in our portfolio stocks
  • *Based on 3,249 responses from a possible 56,772 users

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