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october-2018
October 2018 | Market Commentary
Nov 20, 2018
The Australian share market fell considerably in October, falling in sympathy with a US market that is finally showing signs of cracking under the pressure that has afflicted emerging markets since the beginning of the year.
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CommSec Executive Series
Nov 7, 2018
Spheria Emerging Companies Ltd (SEC) Portfolio Manager, Matt Booker speaks with Tom Piotrowski about the recent market volatility, its views on Prime Media Group and Navitas, as well as the outlook for financials.
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Webinar: A “Moneyball” strategy to investing
Oct 16, 2018
- The Moneyball strategy to investing explained
- Growth vs value in small caps
- Our "island of misfit toys" - companies we like
- What to avoid in small caps
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september-2018
September 2018 | Market Commentary
Oct 9, 2018
Two things are exercising our minds at the moment – how to evolve with the constantly changing times and yet how to maintain our core disciplines based around long-term investment beliefs.
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Pinnacle Investment Summit 2018
Sep 12, 2018
In this presentation from the Pinnacle Investment Summit 2018, Matthew Booker, Portfolio Manager at Spheria Asset Management discusses: "Piercing the Hype."
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august-2018
August 2018 | Market Commentary
Sep 9, 2018
Results season seemed more volatile than usual with sharp moves on little new information. Interpretation of near-term earnings direction seemed to be the major share price driver.
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Spheria Asset Management Wins at the 2018 FundSource Awards
Sep 7, 2018
We are pleased to announce that the Spheria Australian Smaller Companies Fund has taken out the Australia Equity Sector award at the FundSource Awards 2018.
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Spheria Emerging Companies (ASX:SEC) Annual Results
Sep 5, 2018
Matthew Booker and Marcus Burns, Portfolio Managers of the Manager (Spheria Asset Management) to discuss the Portfolio and provide an update on the Company's results.
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july-2018
July 2018 | Market Commentary
Aug 9, 2018
A lot of people know which are the good horses but the odds adjust such that the proceeds from wagering on those horses theoretically even out. In both cases the message is clear – valuation matters and it is possible to pay too much for a great business.

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