At Phoenix Global, our team has dedicated their entire investing careers to one focus: Micro Caps. Drawing from 15 years of experience, we’ve crafted a strategy shaped by the lessons learned from both victories and setbacks. Analyzing the commonalities among our successful ventures and identifying distinct patterns in our losses, we refined our approach by eliminating themes associated with significant setbacks. This evolution strengthened our strategy, allowing us to preserve a greater portion of the gains from our successful investments.

While we can’t guarantee an absence of losses, our primary goal remains minimizing the risk of substantial losses across our portfolio. Continuous learning and strategic adjustments are integral to our approach, an ongoing process that reflects our commitment to refining and optimizing our strategy.

FAQ

Our mission is twofold: to educate individuals navigating the markets, drawing from our own early experiences, and to share research on clients aligning with our investment strategy.

As a business, Phoenix operates on a model where we represent clients meeting our investment strategy through stock-based payments. The success of our business hinges on the performance of our clients; when their share prices increase, the stock we’re issued gains value. While some clients may choose a fee-based model in specific circumstances, our preference is aligned with the success of our clients.

Subscribers gain access to all the research conducted for our clients, receiving continuous updates on the progress and development of the companies we engage with. In addition, educational content is delivered directly to your inbox whenever you’re ready to dive in. For sophisticated investors, access to capital raises and placements is also provided for clients requesting this service from Phoenix.

Micro Caps are not a set-and-forget sector; they involve early-stage, unproven companies that inherently carry higher risks than larger, more established counterparts. Success in this arena necessitates diligent research and ongoing vigilance. While Phoenix doesn’t provide investment advice or dictate stock transactions, we offer a platform for education and insights, emphasizing that success in Micro Cap investing relies on self-education and continually expanding one’s experiences.