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PINNACLE SUMMIT 2022

Longwave – Taming the Small Cap Wild Ride

David Wanis presents his approach to small cap investing; navigating the times with consistency and lower fees.

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Disclaimer

Interests in the Longwave Australian Small Companies Fund (ARSN 630 979 449) (‘the Fund’) is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362 AFSL 238371) (PFSL) as Responsible Entity of the Fund. PFSL is not licensed to provide financial advice. The Product Disclosure Statement (‘PDS’) of the Fund is available at https://longwavecapital.com/. Any potential investor should consider the PDS before deciding whether to acquire, or continue to hold units in, the Fund. The issuer is not licensed to provide financial product advice.

The information in this communication has been prepared without taking account of any person’s objectives, financial situation or needs and is not intended as a recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. A financial adviser should be consulted before making any investment decision.

This presentation is prepared by Longwave Capital Partners (ABN 17 629 034 902) (‘Longwave’), a corporate authorised representative (No. 1269404) of Pinnacle Investment Management Limited (ABN 66 109 659 109, AFSL 322140) (“Pinnacle”) as the investment manager of the Fund(s). The information is not intended for general distribution or publication and must be retained in a confidential manner.

Information contained herein consists of confidential proprietary information constituting the sole property of Longwave and its investment activities; it s use is restricted accordingly. All such information should be maintained in a strictly confidential manner. Past performance is for illustrative purposes only and is not indicative of future performance.

Whilst Longwave, PFSL and Pinnacle believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Longwave, PFSL and Pinnacle disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. This disclaimer extends to any entity that may distribute this communication.

Any opinions and forecasts reflect the judgment and assumptions of Longwave and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display,
or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Longwave. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication. This may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Longwave.

The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund is available at https://longwavecapital.com/