The Boole Microcap Fund invests systematically in undervalued microcap stocks with improving fundamentals. Additionally, the fund screens for high insider ownership, low debt, relative strength and other similar criteria. In this way, investors can boost the performance of their long-term investments without taking undue risk.
The Boole Microcap Fund stands out from other microcap funds in the market because it offers three key advantages:
1) The fund invests systematically in the most undervalued microcap stocks. The main investment criterion is how undervalued a given stock is relative to the net asset value or relative to normalized earnings.
2) The portfolio is concentrated on the best ideas. Typically, the largest position is 15-20% (at cost), while the average position is 8-10% (at cost). This will boost performance over time.
3) The fund has no constraints in terms of sector weightings. The fund invests in the most undervalued stocks without paying attention to sector weightings. This will boost performance over time.
“Our systematic value investment strategy has far outperformed its benchmarks since its launch less than two years ago,” says Boole Microcap Fund Founder and Managing Partner Jason Bond. “Over the long term, the fund should continue to outperform.”
Here is the Boole Microcap Fund’s performance since inception (June 9, 2020):
|
|
Boole Microcap Fund |
Russell Microcap |
S&P 500 Index |
|
2022 net return [1] |
64.2% |
-6.6% |
-5.8% |
|
2021 net return |
42.0% |
18.3% |
28.8% |
|
2020 net return from inception [2] |
21.1% |
31.7% |
16.3% |
|
Compounded annual return (net) |
41.3% |
13.3% |
12.2% |
|
Overall gain (net) |
182.3% |
45.5% |
41.2% |
[1] 2022 net return is through March 24, 2022.
[2] 2020 net return is from inception June 9, 2020.
The Boole Microcap Fund is committed to helping investors build long-term portfolios that perform at least 8% better annually than then S&P 500 Index. Additionally, the fund aims to help long-term investments perform at least 2% better annually than the Russell Microcap Index. Since inception, the fund is up 182.3% compared to 41.2% for the S&P 500 Index and 45.5% for the Russell Microcap Index.
Investing in microcap stocks generates returns of 14% a year. Screening for value bumps this up by 2% a year. By screening for improving fundamentals, the Boole Microcap Fund adds another 2% a year. This adds up to 18% a year, a dramatic improvement over the 10% a year that the S&P Index offers.
About the Boole Microcap Fund
The Boole Microcap Fund specializes in a quantitative deep-value investment strategy focused on microcap stocks. Their stocks offer attractive returns for investors willing to stay the course for three to five years. The founder, Jason Bond, has a master’s degree in Economics from the University of Pennsylvania and taught Managerial Economics and Investments at Seattle University. He draws from his rich background as an analyst and investment advisor to manage the fund.
Media Contact
Company Name: Boole Microcap Fund
Contact Person: Jason Bond
Email: Send Email
Phone: 206.518.2519
State: Washington
Country: United States
Website: http://boolefund.com/