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Join the Elvest Newsletter

A refreshingly sensible approach to small cap investing

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Join the Elvest Newsletter

A refreshingly sensible approach to small cap investing

At Elvest Co, we navigate the under-researched territories of the small-cap market, a segment often under-owned by large institutions yet filled with potential for strong absolute returns over the long term. Our experienced team is committed to uncovering the emerging leaders of the ASX through a meticulous study of the economics and opportunities available to individual businesses.

Insights into Our World

  • Actively Managed Portfolio: Dive into our world of high-quality Australian businesses, each selected for its potential for dynamic growth. Our portfolio is actively managed, reflecting our dedication to performance and excellence.
  • Alignment of Interests: Understand our investment philosophy, rooted in our commitment to aligning our interests with yours. As principals of Elvest, we have invested a substantial portion of our wealth into The Elvest Fund, ensuring our successes and challenges are shared.
  • Commitment to Performance: Learn about our unwavering commitment to managing capacity and maintaining performance as our top priority.

Our Approach

Our approach to investing is straightforward and grounded. By subscribing to our newsletter, you are choosing to stay in the loop about our investment strategies, portfolio choices, and the principles that guide our decisions. Our tagline, “a refreshingly sensible approach to investing,” encapsulates our commitment to transparency, quality, and alignment of interests.

Join our newsletter

If you are a wholesale investor looking to stay informed about Elvest Co’s investment journey, we invite you to subscribe to our newsletter. Become part of a community that values sensible investing and transparency.

The Elvest Fund

14.4% outperformance per annum*

As at 31 December 2023 Inception
(p.a.)*
Inception
(Total)*
The Elvest Fund^ 14.6% 24.1%
Benchmark^^ 0.2% 0.3%
Outperformance  14.4% 23.8%

*Inception date 1 June 2022.
^Performance figures after all fees and expenses.
^^S&P/ASX Small Ords TR Index

Historical Track Record

Elvest Co Principals have a proven process and a track record of small cap investment outperformance.

April 2017 to December 2021

20.6% p.a.


Historical
Track
Record
(Gross)

17.7% p.a.


Historical
Track
Record
(Net)

11.7% p.a.


Small Ordinaries
Accumulation
Index
(XSOAI)

For informational purposes only.
The Elvest team has employed the same strategy in managing various small cap portfolios since 2011. This includes a Private Small Cap Trust from July 2011 to August 2016, and a wholesale Small Cap Fund from April 2017 to December 2021. The above historical returns represent the wholesale Small Cap Fund only.
Unless otherwise specified, performance is calculated after all fees and costs, including the Investment Management Fee and Performance Fee. The information has been prepared for the purpose of providing general information, without considering your objectives, financial circumstances or needs. You should obtain and consider a copy of the Information Memorandum relating to the Fund before deciding to invest.
While the information has been prepared with all reasonable care, Elvest Co makes no representation or warranty as to the accuracy or completeness of any statement in this information including any forecasts, nor does Elvest guarantee the performance of the Fund or the repayment of any investor’s capital. To the extent permitted by law, neither Elvest, including their employees, consultants, advisers, officers, or authorised representatives, are liable for any loss or damage arising as a result of reliance placed on the contents of this report. Past performance is not indicative of future performance.
Prepared by Elvest Co Pty Limited (‘Elvest’), AFSL No: 547262, the investment manager of The Elvest Fund.