Australian Undiscovered Gems With Strong Fundamentals

Hearts and Minds Investments

Market Cap: AU$721.3m

n/a

Objective

Market Cap: AU$1.8b

Supplies information technology software and services in Australia and internationally.

Sugar Terminals

Market Cap: AU$363.6m

Provides storage and handling solutions for bulk sugar and other commodities in Australia.

Euroz Hartleys Group

Market Cap: AU$159.8m

A diversified financial services company, provides stockbroking, corporate finance, funds management, investment advice, financial advisory, and wealth management services to private, institutional, and corporate clients in Australia.

Fiducian Group

Market Cap: AU$303.4m

Through its subsidiaries, provides financial services in Australia.

Red Hill Minerals

Market Cap: AU$196.2m

Engages in the exploration of gold and base metals in Western Australia.

Lycopodium

Market Cap: AU$420.9m

Provides engineering and project delivery services in the resources, rail infrastructure, and industrial processes sectors in Australia.

Djerriwarrh Investments

Market Cap: AU$818.1m

A publicly owned investment manager.

Schaffer

Market Cap: AU$282.7m

A diversified industrial and investment company, engages in the manufacture and sale of automotive leather and building materials primarily in Australia, Asia, and Europe.

K&S

Market Cap: AU$450.2m

Engages in the transportation and logistics, warehousing and fuel distribution businesses in Australia and New Zealand.

Qualitas

Market Cap: AU$1.0b

Qualitas is a real estate investment firm which focuses on direct investment in all real estate classes and geographies, acquisitions and restructuring of distressed debt, third party capital raisings and consulting services.

Tribune Resources

Market Cap: AU$250.3m

Engages in the development, exploration, and production of mineral properties in Australia.

MFF Capital Investments

Market Cap: AU$2.6b

An investment firm manager.

Carlton Investments

Market Cap: AU$965.5m

Carlton Investments Limited is a publicly owned asset management holding company.

GR Engineering Services

Market Cap: AU$549.1m

Provides engineering, procurement, and construction services to the mining and mineral processing industries in Australia and internationally.

Finbar Group

Market Cap: AU$197.3m

Engages in the property development and investment in Australia.

United Overseas Australia

Market Cap: AU$1.0b

Engages in the development and resale of land and buildings in Malaysia, Singapore, Vietnam, and Australia.

Alkane Resources

Market Cap: AU$417.8m

Operates as a gold exploration and production company in Australia.

Diversified United Investment

Market Cap: AU$1.2b

A publicly owned investment manager.

Westgold Resources

Market Cap: AU$2.7b

Engages in the exploration, operation, development, mining, and treatment of gold and other assets primarily in Western Australia.

PolyNovo

Market Cap: AU$842.8m

Designs, manufactures, and sells biodegradable medical devices in the United States, Australia, New Zealand, and internationally.

Aurelia Metals

Market Cap: AU$313.1m

Engages in the exploration and production of mineral properties in Australia.

Metals X

Market Cap: AU$483.1m

Engages in the production of tin in Australia.

Magellan Financial Group

Market Cap: AU$1.6b

A publicly owned investment manager.

Bisalloy Steel Group

Market Cap: AU$196.9m

Engages in the manufacture and sale of quenched and tempered, high-tensile, and abrasion resistant steel plates in Australia, Indonesia, Thailand, and internationally.

Cash Converters International

Market Cap: AU$190.0m

Operates as a franchisor and retailer of second-hand goods and financial services stores under the Cash Converters brand name in Australia, New Zealand, the United Kingdom, and internationally.

Australian Clinical Labs

Market Cap: AU$550.0m

Provides pathology diagnostic services in Australia.

Servcorp

Market Cap: AU$580.8m

Provides executive serviced and virtual offices, coworking and IT, communications, and secretarial services.

Pacific Current Group

Market Cap: AU$328.7m

Engages in multi-boutique asset management business worldwide.

XRF Scientific

Market Cap: AU$271.2m

Manufactures and markets precious metal products, specialized chemicals, and instruments for the scientific, analytical, construction material, and mining industries in Australia, Canada, and Europe.

Australian Ethical Investment

Market Cap: AU$682.8m

Australian Ethical Investment Ltd is a publicly owned investment manager.

AIC Mines

Market Cap: AU$229.9m

Engages in exploration, acquisition, and development of mineral properties in Australia.

Monadelphous Group

Market Cap: AU$1.7b

An engineering group, engages in the provision of construction, maintenance, and industrial services to resources, energy, and infrastructure sectors in Australia, China, Mongolia, Papua New Guinea, China, the Philippines, and internationally.

Wagners Holding

Market Cap: AU$422.1m

Engages in the production and sale of construction materials in Australia, the United States, New Zealand, the United Kingdom, and PNG & Malaysia.

Bell Financial Group

Market Cap: AU$386.5m

Engages in the provision of full-service broking, online broking, corporate finance, and financial advisory services to private, institutional, and corporate clients in Australia, the United States, the United Kingdom, Hong Kong, and Kuala Lumpur.

Energy One

Market Cap: AU$438.9m

Provides software products, outsourced operations, and advisory services to wholesale energy, environmental, and carbon trading markets in the Australasia, and Europe.