The Smaller the Market Cap the Greater the Opportunity

Ian Cassel Blog Leave a Comment

I wrote The Best MicroCap Funds back in February and one of those funds was the Perritt MicroCap Opportunities Fund.  I think most microcap investors will enjoy this article, Managing Through the MicroCap Mania which was published by Advisorone.com.  The article features Michael Corbett, head portfolio manager at Perritt Capital Management. Perritt has been one of the mainstays in microcap over the last 20 years.  Perritt’s flagship fund, the Perritt MicroCap Opportunities Fund (PRCGX) focuses on companies with market caps between $125m-200m while the recently renamed, Perritt Ultra MicroCap Fund (PREOX) invests in companies with market caps between $40m – 80m.  The Ultra MicroCap Fund boasts the lowest average market cap ($57m) among 6,822 domestic equity funds listed by Morningstar.  

At MicroCapClub we are also focused on the unknown quality microcaps or even nanocaps (sub-$75 million market cap) for the same reason Corbett focuses on them.  We also noticed the #1, Acorn Energy (ACFN) and #2 Napco Security Technologies (NSSC) holdings of the Perritt Ultra MicroCap Fund are companies talked about at MCC for months.  MicroCapClub interview with John Moore CEO of Acorn Energy can be heard [HERE].

The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas.  If you are an experienced micro cap investor, feel free to Apply today.

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