Home

Services

Services

Pre-IPO Micro-Small Cap Companies Investment

  • Specialization and Collaboration
  • Comprehensive Service Offering
  • End-to-End Solutions with Senior Expertise

Asset
Management

  • Winquest Micro-Cap Growth Fund
  • Winquest Small-Cap Quality Value Fund
  • Asset Management Example Case

Asset management

Creating a world where every SME has equal opportunity to succeed

OBJECTIVE
The primary objective of the Winquest Micro-Cap Growth Fund is to achieve a total return that surpasses the performance of the Russell Microcap Growth Index throughout a complete market cycle.
INVESTMENT STRATEGY
The investment strategy employed by the Winquest Micro-Cap Growth Fund is centered around harnessing the substantial growth potential inherent in micro-cap companies, which often receive limited attention or comprehension from traditional Wall Street research analysts. This strategy involves investing in companies with a market capitalization of less than $600 million at the time of acquisition or those falling within the spectrum of companies represented in the Russell Microcap Growth Index, whichever is greater. These smaller companies frequently possess exciting and innovative products or services, maintain a strong and sustainable competitive position, and exhibit the potential for upward revisions in earnings expectations in the future. Our meticulously crafted fundamental research process is specifically tailored to uncover such opportunities.
BENEFITS
Investing in the Winquest Micro-Cap Growth Fund offers several compelling advantages: Access to an Inefficient Market Segment: The fund provides access to one of the least efficient segments of the equity market, offering unique opportunities for potential growth. Potential for Alpha: Investors have the potential to generate significant alpha over a full market cycle, outperforming the broader market. Disciplined and Experienced Management: The fund is managed by a dedicated and experienced investment team with a disciplined and repeatable investment process. Uncovering Hidden Gems: Our fundamental research process is specifically designed to uncover micro-cap companies that are often overlooked or misunderstood by traditional Wall Street research analysts. Earnings Growth Potential: Exposure to micro-cap companies in the fund’s portfolio provides opportunities for earnings growth that may deviate from consensus expectations. Risk Management: The portfolio is diversified, with a strong emphasis on risk management, enhancing the overall stability of the investment strategy.

OBJECTIVE
The primary objective of the Winquest Small Cap Quality Value Fund is to achieve a total return that surpasses the performance of the Russell 2000 Growth Index throughout a complete market cycle.


INVESTMENT STRATEGY
The Winquest Small Cap Quality Value Fund leverages an investment strategy designed to harness the exceptional growth potential of smaller companies, which is often misinterpreted by conventional Wall Street research analysts. This strategy typically targets companies with market capitalizations that fall within the range of holdings in the Russell 2000 Index at the time of acquisition. We emphasize investments in companies where our expectations for earnings growth diverge from consensus projections. These companies frequently exhibit exciting products and/or services, maintain a robust and sustainable competitive position, and possess the potential for upward revisions in earnings expectations in the future. Our fundamental research process is meticulously structured to efficiently identify such investment opportunities.


BENEFITS
Investing in the Winquest Small Cap Quality Value Fund offers several compelling benefits:
Alpha Potential: Investors have the potential to achieve significant alpha over a complete market cycle, outperforming the broader market.
Experienced Management: The fund is managed by a passionate and experienced investment team that employs a disciplined and repeatable investment process.
Efficient Discovery: Our fundamental research process is specifically tailored to efficiently identify smaller cap companies that are often misunderstood by traditional Wall Street research analysts.
Earnings Growth Opportunity: Exposure to smaller cap companies within the fund’s portfolio provides opportunities for earnings growth that may diverge from consensus expectations.

Winquest Small-Cap Quality Value Fund

Asset Management Example Case