All funds
Micro-cap managers, and what they own
8 strategies from 7 managers run a micro-cap strategy. Between them they have published 19 letters — every position and every thesis below is quoted from the letter it came from.
- Long Cast Advisers6 letters
Long Cast Advisers · Micro-cap · 5 companies · latest Mar 2026
- Cedar Creek Partners4 letters
Cedar Creek · Micro-cap · 17 companies · latest Oct 2026
- Spheria Australian Microcap Fund3 letters
Spheria Asset Management · Micro-cap · 21 companies · latest Oct 2026
- Fairlight Capital2 letters
Fairlight Capital · Micro-cap · 5 companies · latest Dec 2025
- Conestoga Capital Advisors Small Cap, SMid Cap & Micro Cap Growth Composites1 letter
Conestoga Capital Advisors · US Micro-cap Growth · 36 companies · latest Jun 2026
- Long Cast Advisers Small- & Micro-Cap Concentrated Strategy1 letter
Long Cast Advisers · Micro-cap · 10 companies · latest Jun 2026
- Perritt CM1 letter
Perritt · Micro-cap · 5 companies · latest Jun 2025
- Signia Small Micro Cap Value1 letter
Signia · Micro-cap Value · 6 companies · latest Dec 2025