At the forefront of Australia’s dynamic listed equity landscape lies a universe of under-researched, under-owned microcap and small cap companies (under $250m market cap). Here, it is fertile ground for generating outsized returns. We apply a rigorous bottom-up approach to identify high-quality businesses with scalable models, strong management teams, and clear catalysts for re-rating. Our years’ of experience and unique insights in understanding the funding and leadership dynamics within this sector enables us to structure capital necessary to unlock the inefficiencies holding companies, and their share prices, back.
Led by David McNamee and Will Cunning with their strong 7 yr + track record in the Aliwa Alpha Fund, the Powerhouse Group has unique access and insight to early-stage, emerging growth companies typically overlooked by institutional investors. When we have done the work to identify high conviction in an undervalued opportunity, we will seek to align our capital with our advisory services and our investor networks to capitalise the company to reach for critical inflection points.
