Baza Capital manages the following funds available to Australian wholesale investors.
Both funds invest in line with our Sustainable Investment Framework.
Please contact us at investors@baza.capital to request offer documentation for our funds.
Baza High Conviction
Inception: 15 January 2020
Investment strategy: Long only small-cap fund targeting undervalued, emerging companies on the ASX
Baza High Conviction has returned +12% p.a. since inception with +6% p.a. outperformance over the S&P/ASX Small Ordinaries Accumulation Index (the fund benchmark, to 30 September 2025)
Periodic reports:
September 2025
August 2025
July 2025
June 2025
May 2025
April 2025
March 2025
February 2025
January 2025
December 2024
November 2024
October 2024
September 2024
August 2024
July 2024
June 2024
May 2024
April 2024
March 2024
February 2024
January 2024
December 2023
November 2023
October 2023
September 2023
August 2023
July 2023
June 2023
May 2023
April 2023
March 2023
February 2023
January 2023
December 2022
November 2022
October 2022
September 2022
August 2022
July 2022
June 2022
May 2022
April 2022
March 2022
February 2022
January 2022
December 2021
November 2021
October 2021
September 2021
August 2021
July 2021
June 2021
March 2021
December 2020
September 2020
June 2020
March 2020
Portfolio holdings: Holdings as at 30 June 2025
Baza Special Opportunities
Inception: 3 September 2020
Investment strategy: Long only deep value and special situation ASX-listed equities fund with absolute return, capital preservation, low volatility and low beta characteristics
Baza Special Opportunities has returned:
+32% in the last 12 months with 0.36 beta (relative to the S&P/ASX 200 Accumulation Index) and 7.4% volatility (annualised standard deviation of monthly returns); and
+23% p.a. in the last 2 years with 0.42 beta and 8.8% volatility
Latest quarterly report:
September 2025
Other reports available by request