1. Why is your service FREE?

Our business model is an investment fund seeking long term return on investment across a small cohort of quality ASX listed micro-caps.

We share our research and commentary for free with our readers who can decide to co-invest in the companies we are invested in directly via their stockbroker or trading platform.

Trust and transparency with our readers is crucial and we are consistently seeking reader feedback on how their experience and our service can be improved – new improvements to our sites are released every 4 to 6 weeks.

Part of our business is helping our portfolio companies get investor attention – we charge a fee for this service. We request this fee to be settled in company stock (shares) so we can increase our position in each of our investments.

2. Is there a paid service where I can get the Wise-Owl Reports first?

No. Wise-Owl is a free service. No strings. No fees. No worries.

3. How do you calculate the “Entry Price” on the portfolio page?

The entry price on our page currently shows the close price of the previous day on which we published our initiation article.

In our recent reader survey, readers requested more detailed information about entry prices – in response to your requests we will soon show:

  • Price that we entered (including average price after any top ups)
  • The price on the day when we launched our initial coverage
  • The average price during on the day after we launched our coverage
4. When should I buy a stock? Do you provide BUY recommendations?

We will never issue buy recommendations.

We share our research and commentary on why we have invested with our readers, who then can make their own decisions.

We will write about new investments we make and provide commentary on our existing portfolio companies as they execute on their strategy over time.

5. Do you inform subscribers when you sell?

Our general selling strategy is outlined in our “How to make money investing in small cap stocks” eBook.

We have listened to reader feedback and will soon be publishing our selling strategies for each individual company on the company summary page. Again, this will not be personal advice for any reader.

We generally aim to hold our entire initial position for at least 12 months to get the capital gains tax discount.

6. When should I sell a stock?

We can’t offer you personal advice.

We share our own investment philosophy in our “How to make money investing in small cap stocks” eBook.

7. If I give you money, can you invest it on my behalf? Do you have a private fund that I can participate in?

Sorry – our fund is not open to external investors.

We are exploring this possibility but there is a lot of extra work and licensing required to manage a fund that is open to public investment and we are a small team.

8. What is your investment strategy? How do you choose which stocks to add to your portfolio?
  1. Our industry network introduces us to prescreened investment opportunities.
  2. Our trusted advisors and sector experts help us assess the investment.
  3. We conduct regular meetings with company management to build trust and a relationship.
  4. Our in-house team of analysts conduct due diligence and analysis using our 20 point check list.
  5. Our investment committee makes the final investment decision.
  6. We aim to increase our investment as the company delivers over time.
  7. We aim to hold the full position for at least 12 months and top-slice as the price rises.
  8. We aim for “free carry” within 24 months of investing (free carry means to sell your initial investment $ amount and leave the profit invested for the long term)
9. How do I buy the stocks in your portfolio? How do I do this if I am overseas?

There are many online trading platforms available or you can engage the services of a stock broker.

We suggest to consult an advisor before making any investment, and most importantly with in the small cap market, only invest what you are prepared to lose.

10. What is your opinion on ? Can you take a look at and let me know what you think?

We can’t form an opinion or comment on stocks that we don’t know about.

It takes us months of research and getting to know management before we are comfortable enough to invest in a new company and write about it publicly.

We are a small team and are very busy analysing potential stocks to invest in, so unfortunately we can’t comment on stocks aside from those that we publicly make available on our website.

11. Is there any conflict of interest between the recommendations and the companies the Wise-Owl covers?

Our business model is an investment fund seeking long term return on investment across a small cohort of quality ASX listed micro-caps. We share our research and commentary for free.

We require that our portfolio companies engage in our investor awareness program to reach new investors for which we charge a fee to cover the cost of our analysts, writers and other operating costs.

As investors who have performed significant due diligence on the companies that we cover, we prefer to take the fee for this investor awareness service in shares in the company, that are subject to escrow and trading blackouts.

We have disclaimers on our content explicitly alerting readers to the fact that we seek to do business with the companies that we have invested in and that there may be a conflict of interest. This disclaimer is found in every article and email communication.

Trust and transparency with our readers is crucial and we are consistently seeking reader feedback on how their experience and our service can be improved – new improvements to our sites are released every 4 to 6 weeks.

Please email admin@wise-owl.com with the subject line, “Wise-Owl website feedback” if you have any feedback that you would like to share.

12. How much money should I invest in a company?

Any investment decision you make should be based on your own current financial objectives, situation, needs, and risk profile.

Always discuss investment decisions with a professional investment advisor before making a decision.

As a good general rule in the world of ASX small cap speculative investments, you should only invest what you can afford to lose.

13. What assurances do readers have that you don't sell your stock right after you do a promotion?

We are long term investors that share our research and commentary. We take months to make sure that each company we invest in has quality management, a top class project and the highest chance to succeed in the long term.

After we invest, we wait for the company to make at least five key announcements as the company executes on its strategy that may lead to improved share price performance. This can take many months or years.

We have strict trading blackouts in place for our fund and every team member when we release commentary on any of our investments.

We also generally enter voluntary escrow agreements to not sell our shares within a certain time frame of investing.

Historically, we have made the best returns carefully researching and choosing only the best companies and holding them over a long term period.

14. I was a paid-up Wise-Owl subscriber. How do I get a refund?

As of January 1st 2021 Wise Owl is free forever.

Month to month subscriptions fees have been stopped as of January 1st 2021, and pre paid subscriptions will be refunded as follows:

SUBSCRIPTION SIGNED UP AFTER REFUND
Month to month January 1 20201 Full
Full Year September 1 2020 Full
Two Year  September 1 2020 Full
Two Year January 1 2020 Half
15. What happened to my Wise-Owl dashboard, where can I find all the old research reports & videos?

The Wise-Owl Dashboard has been discontinued. You can find all of the old research reports www.wise-owl.com/reports.

16. Wise-Owl previously offered a daily news service, is that still happening?

No. Wise-Owl’s daily news service has been moved to https://finfeed.com/

17. Do you still cover IPOs, Dividends and International Stocks?

No. Wise-Owl exclusively covers growth stocks.