Baza Capital manages the following funds available to Australian wholesale investors:
Please contact us at investors@baza.capital to request offer documentation for our funds.
Baza High Conviction
Inception: 15 January 2020
Investment strategy: Identify and own emerging ASX-listed companies that can provide sustainable, long-term shareholder returns
Annualised returns: +11.0% p.a. with +8.5% p.a. outperformance over the S&P/ASX Small Ordinaries Accumulation Index (the fund benchmark, to 29 February 2024)
Periodic reports:
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
Holdings as at 30 June 2023
Baza Special Opportunities
Inception: 3 September 2020
Investment strategy: Generate attractive returns with low correlation to the S&P/ASX 200 through targeting opportunities associated with corporate situations in ASX-listed companies
Annualised returns: +2.0% p.a. (to 29 February 2024)
Periodic reports: Please contact us at investors@baza.capital to request periodic reports.