WAM Microcap provides investors access to a portfolio of undervalued micro-cap growth companies with a market capitalisation of less than $300 million at the time of acquisition. WAM Microcap also provides exposure to relative value arbitrage and market mispricing opportunities. WAM Microcap’s investment objectives are to deliver a stream of fully franked dividends, provide capital growth over the medium-to-long term and preserve capital. ASX: WMI Listed June 2017 Approved Research and market driven process across undervalued micro-cap growth companies with a market capitalisation of less than $300 million. Investment team Recommended+ Our proven investment process Diligent and deep research on undervalued micro-cap growth companies that focuses on free cash flow, return on equity, meeting management and the quality of a company. Takes advantage of short-term mispricing opportunities in the Australian equity market. Research Driven Process Market Driven Process Catalyst Catalyst: a major event that alters the market’s perception of a company or its earnings momentum which will lead to a rerating of the investee company’s share price. Cooper Rogers Senior Investment Dealer BCom GradDip App Fin Chris Marsden Investment Dealer BBus (Fin & Econ) Sophia Mulligan Investment Analyst BAcc (Acc & Econ) Oscar Oberg Lead Portfolio Manager LLB BBus CFA Tobais Yao Portfolio Manager BBCom CFA Shaun Weick Deputy Portfolio Manager BBus (Fin) CA
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