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Embrace the Maverick Within:
Unleashing Long-Term Value in Microcap Investing
We make investing easy in small and microchip companies.
Mission
To redefine the investment landscape by embracing the spirit of independent thought and action. We are committed to identifying and capitalizing on unique value opportunities within the small and microcap sectors, often going against the grain of conventional market sentiment.
The MicroValue Maverick ETF is grounded in thorough analysis and insightful strategies, enabling us to invest confidently in market sectors overlooked or abandoned by others. We challenge established practices and introduce innovative solutions, always with an eye towards long-term value rather than transient market trends.
To empower our investors to think and act like Mavericks, making bold decisions based on solid insights, and to provide a platform where unconventional strategies lead to substantial, enduring growth.
Market
Volatility as a statistical measure, not only indicates the unpredictability and inherent risk of an investment but also opens doors to unique opportunities. In our multifaceted analysis, we delve into volatility within three distinct realms: the broader market, small cap value stocks, and our Maverick investing approach. Each sector presents varying levels of risk and potential for return dispersion, shedding light on their prospective price fluctuations.
While the investment world often gets caught up in the whirlwind of short-term gains and fleeting market trends, our focus at the MicroValue Maverick ETF is steadfastly on unearthing and investing in long-term value. This often means capitalizing on stocks that are momentarily out of favor, ensuring our investors benefit from the full potential of these undervalued assets over time. In this way, we turn volatility into an ally, harnessing it to fuel our distinctive investment strategy and deliver substantial growth for our investors.
Volatility Across Market
1926 - 2022
Strategy
The MicroValue Maverick ETF is designed for investors who seek to explore the fertile terrain of small-cap value stocks, offering a distinctive approach that diverges from general market movements. Characterized by a correlation of 0.866 to the Reference Small Value Index, this ETF stands out with its higher correlation compared to WBF’s Small Value at 0.659, indicating a more robust alignment with small-cap value dynamics.
The investment strategy of the MicroValue Maverick ETF is far from ordinary. It challenges traditional practices and introduces innovative solutions, aligning with investors who are not just chasing the ephemeral allure of short-term gains but are in pursuit of substantial long-term value. This approach is especially pivotal in a market landscape where many are swayed by fleeting trends. By focusing on stocks that are currently out of favor, the ETF capitalizes on the potential for significant appreciation over time, turning temporary undervaluation into a strategic advantage.
Investors in the MicroValue Maverick ETF can therefore expect not just to mitigate their exposure to short-term market volatility, but to engage with a strategy that harnesses the full potential of small-cap value investing, aligned with a maverick mindset that prioritizes long-term growth and value realization.
1
Investment Strategy Pillar
Our primary focus is on publicly listed microcap companies on the NYSE Arca exchange. Over time, stocks with smaller market capitalization have far exceeded the performance of their larger counterparts.
2
Investment Strategy Pillar
Companies that appear underpriced in relation to their fundamentals (“value stocks”) have delivered exceptional returns.
Our Team
Navigating the Unconventional Paths of Investment with Dr. Sebastian Lobe at the Forefront.
At the core of the Microvalue Maverick ETF, expertise and independent thinking are paramount. Under the leadership of General Partners Dale Hartt and Dr. Sebastian Lobe, our team embodies the Maverick spirit. We delve deep into the realms of the small and microcap sectors, identifying and capitalizing on undervalued opportunities that others often overlook.
Our approach is not about following the crowd; it’s about thinking and acting independently, often against popular sentiment. Dr. Lobe, renowned for his innovative strategies and his ability to challenge established investment practices, leads our team in uncovering long-term value investments, particularly in areas momentarily out of favor.
Together, we are committed to delivering on the promise of the Microvalue Maverick ETF: to offer our investors a unique pathway to sustainable growth, far from the transient allure of short-term market trends.
Dr. Sebastian Lobe is an experienced investor with a PhD in Economics from University of Regensburg, Germany. He has a deep understanding of financial markets, which he uses to help White & Blue Hedge Fund make informed decisions about their investments. With his guidance, the fund can take advantage of market trends and capitalize on opportunities that may otherwise be overlooked.
Dale Hartt is a veteran in the private equity industry, having worked for over 20 years in the field. He has extensive experience in structuring deals, managing portfolios, and leading teams to success. His knowledge and expertise have been instrumental in helping White & Blue Hedge Fund identify promising investments and develop strategies to maximize returns.
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*Investing involes substancial risk. Before investing, consider your investment objectives and Stillwater Investing’s fees and expenses.
There is the potential of losing money when you invest in securities and other assets. Our past performance, historical returns, and great charts do not guarantee future returns.
Investments are not FDIC Insured or bank guaranteed.
This is not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Stillwater Investing is not registered.
For more details, see Stillwater Investing’s Form ADV Part II and other disclosure documents.