Small listed companies are overlooked: Co-Investor operates in a market which is often overlooked by investors. The ~5,000 listed small caps capitalised at less than $200 million in the Asia-Pacific region often find it difficult to gain the attention of investors, brokers and investment bankers. The challenges of being small and being listed have only increased since the Global Financial Crisis of 2008.
Capital is scarce for small caps: emerging companies are often invisible to the investment world and can experience great difficulty in raising capital. A stock exchange listing brings with it many benefits but does not guarantee access to capital or to the financing, strategic and deal-making skills necessary to achieve growth.
Small caps can deliver high returns: if played correctly this market can deliver attractive returns to investors due to cyclical capital shortages, illiquidity and the lack of competition to invest. (Equally, these factors mean that it takes considerable skill and patience to exit large positions in small caps profitably).
That's where we come in.
Strong risk management and returns since inception: Co-Investor has delivered healthy returns to its investors since launching its No 1 & 2 Funds in September 2005. We sold assets aggressively at attractive prices in 2007, preserving our investors' capital through the 2008 financial crisis. We subsequently raised our No 3 Fund in 2008 and invested heavily when sentiment was at its most bleak.