Anacacia Capital specialises in investing in leading small to medium enterprises. The Wattle Fund is an opportunity for selected investors to access our proven investment strategy, experience and skills to co-invest alongside the Anacacia Capital team into listed small to medium enterprises. It also enables Anacacia to support leading SMEs as they transition from private to public companies.
Leading Track Record
Anacacia has a leading record investing in profitable, established and emerging SMEs. The Wattle Fund has a demonstrated record of identifying and adding value to investments to maximise investor returns. Historical returns are not necessarily indicative of future returns.
Focused SME Strategy
The Wattle Fund focuses on listed SMEs with <$500m market capitalisation. Anacacia invests equity into ~20 established and emerging stocks with high conviction stakes. Australia is an attractive niche market for listed SMEs. There are ageing founders and passive financiers that hold material stakes and/or SMEs who want to place capital with a partner for growth, succession, sell-downs or acquisitions. However, supply of institutional capital for such SMEs is limited. Broker coverage of this segment is also thin. Our team spends more time with boards and senior management of the target SMEs.
Experienced Committed Team with Aligned Interests
Companies and shareholders value Anacacia's experienced, stable senior investment team. Experienced operators on the Business Advisory Council complement this team. Anacacia’s team have all invested in the fund to align interests with investors.
Disciplined Risk Management and Value Enhancement
Investors appreciate Anacacia's strong risk management culture. We seek to manage and mitigate individual deal risks and create a diversified portfolio. Anacacia focuses on long-term value. We can add strategic insight, financial support, suggest acquisitions from our pipeline or directors to the Board. Chair and CEOs describe us as helpful and hands-on investors.
Potential Access to Investment Opportunity
The Wattle Fund enables sophisticated and wholesale investors the opportunity to invest $500k+ alongside Anacacia into this listed SME sector. The Wattle Fund is an Australian managed investment trust with a standard management and performance fee structure.
Please contact our Managing Director Jeremy Samuel to request further information.