Pure Microcap Newsletters

This quarter’s holding In focus: QANTM IP (QIP) is a leading Australian intellectual property services group with a growing presence in Asia.

Mosaic Brands (MOZ) is a special situation investment with management having proven to be excellent at turning around and growing under-performing retail businesses. Over the past 5 years, the company has grown to become the largest women’s apparel retailer in Australia with just under 1,400 stores across 9 brands including Millers, Noni B, Rockmans and W.Lane.

Our fund only invests in profitable, well capitalised and well managed businesses. By conducting our own in depth, bottom up analysis we seek the best opportunities for our investors.

Pacific Current Group (PAC) is a multi-boutique asset management firm with investments in 16 managers globally with a combined FUM of $62bn as at June 2017. The business was formed via the merger of Australian-based, ASX-listed Treasury Group and US-based Northern Lights Capital Group.