Perennial Value Microcap Opportunities

The Trust invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which Perennial Value, the investment manager, believes have sustainable operations and robust business models or plans. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 30 to 70 stocks. Typically, the portfolio holds, on average, approximately 45 stocks.