The Edge Fund – 1st Quarter 2014 Performance

For the first quarter of 2014 (year-to-date) The Edge Fund is up 5.76% compared to the ASX All Ordinaries Total Return (Accumulation) Index which was up 2.2%.

High Five
Despite the broader market being choppy and indecisive in the first quarter, The Edge Fund has edged ahead of the All Ordinaries total return index in 2014.

We are gunning for a fifth consecutive year of beating the index – our equivalent of a High Five!!!

Adding Quality Small Caps
The Edge Fund performance in 2014 is largely due to the research and investing undertaken in a number of high quality small caps during the past six months. If it were not for a specific focus on adding small caps to our portfolio, our performance would have been below that of the index.

By adjusting to our view of the market and adding small caps to our portfolio, we have more balance and I feel a better portfolio mix than ever before.

Five (maybe three) positions remaining till June
The Edge Fund has five positions remaining until June 2014. We are in discussions with two potential new investors at the moment who may come on board in April. Therefore, the probability of only having three positions remaining for the half year is quite high.

I see some good investment opportunities setting up in the market for the second half of 2014. If you have been sitting on the fence deciding whether or not to consider joining The Edge Fund, now might be a good time to Contact Us.

This article is published by Dean Mico.


The information provided in this article is intended for general use only. The article is intended to provide educational information only. Please be aware that investing involves the risk of capital loss. The information presented does not take into account the investment objectives, financial situation and advisory needs of any particular person, nor does the information provided constitute investment advice. Under no circumstances should investments be based solely on the information herein.

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