The Prime Value Emerging Opportunities Fund Class A, and newly created Class B, have been upgraded to a Highly Recommended rating by research house Zenith Investment Partners.
small caps
Spatium changes trustee, administrator as advisers demand digital access
Spatium Capital has responded to adviser and SMSF trustee requests for easier, cleaner digital access via applications and signature protocols.
Spatium Small Companies Fund update for October 2023
Spatium Small Companies Fund returned -8.0% for the month of October vs -5.6% for the benchmark.
Spatium Small Companies Fund update for September 2023
Given the state of the global bond market with yield curves indicating a minor uplift to rates in the US at the next FOMC, it’s plausible that the extended tilt away from small companies segments both domestically and abroad has been overdone.
The case for quant in small caps
Melbourne-based Spatium Capital operates its small-caps fund on a quant basis. The fund manager thinks the case for more quant strategies in small caps is compelling and already in place in US and European investing.
Singaporean wealth manager invests in Spatium Small Companies Fund
The Spatium Small Companies Fund (SSCF) has received an undisclosed investment amount from Singaporean wealth manager, Conduit Group.
Spatium styles as quant manager, beats ASX Small Caps by 53%
Melbourne-based Spatium Capital announced that it will embrace its quant identity as it releases its five-year performance figures.
Spatium returns 17.1%, confirming a different small cap process
Since inception on 1 July 2018, Spatium Capital has returned 17.1% per annum (after fees) over a three-year period versus the S&P/ASX Small Ordinaries benchmark return of 5.8% over the same horizon. This equates to an annualised outperformance of 11.3%.