Magnolia Capital's Microcap Portfolio Yields Unprecedented Returns for the Month of July

Magnolia Capital, the industry-leading Asia Pacific-focussed monetary companies agency, is proud to report that July was a robust month for the Magnolia Capital Rising Firms Microcap Fund 1 (“MCECF”), with returns of ~10% in comparison with ~0.7% returns by the Benchmark Index (S&P/ASX Small Ordinaries Accumulation Index). MCECF’s outperformance of the Benchmark Index by ~9% was largely as a consequence of a big milestone achieved by one of many portfolio firms (cumulative returns of ~197percent1 since inception).

In July, features within the oil & gasoline, mining and telecom sectors diminished the consequences of the decline we noticed within the ITES and healthcare know-how Nevertheless, we anticipate restoration over the approaching months as plenty of our investments proceed to scale up and enhance revenue margins globally. We additionally anticipate that fairness markets will stay uncovered to a short-term correction, with potential triggers together with the rise in world coronavirus instances, lockdown within the Australian states and the concern of inflation amongst traders.

The July outcomes display a robust begin for MCECF’s first month of FY22, constructing on MCECFs FY21 outcomes the place it completed the monetary 12 months up 117% and outperformed the Benchmark index by ~84%. Total, FY21 was a robust 12 months for the MCECF even when the fairness markets and economic system needed to face well being and financial challenges caused by COVID-19.

MCECF’s Chief Funding Officer Mitchell Atkins commented, “We’re extraordinarily happy with our outcomes throughout this extraordinarily risky and unsure market and are grateful that our traders continued to belief Magnolia all through the interval. We’re trying ahead to the following 12 months and persevering with to outperform our benchmark.”

The Magnolia Capital Rising Firms Microcap Fund 1 is targeted on investing in firms with a market capitalisation of lower than A$500 million.

To obtain a duplicate of the July Portfolio Replace or to study extra about Magnolia Capital, please go to: or contact

About Magnolia Capital

Based in 2015, Magnolia Capital Pty Ltd and its associated entities (MC) offers a premium vary of mounted revenue, equities and advisory services and products to Excessive Web Value and Household Workplace Wholesale Purchasers by advantage of its in depth referral community, entry to a robust deal movement and the broad {industry} expertise of its workers. MC is an Asia Pacific-focussed monetary companies enterprise, working via its 5 workplaces positioned in Sydney, Central Coast (NSW), Melbourne, Hong Kong and Singapore. To this point, MC has facilitated over $1.5b value of transactions.

Mitchell Atkins is the founder and sole shareholder of MC with a variety of economic companies experiences obtained while working for giant and boutique financials companies world wide. He and the MC group act as trusted funding advisors for purchasers positioned round Asia and past.

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Supply: Magnolia Capital