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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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june-2018
June 2018 | Market Commentary
Jul 9, 2018
This month, we closely observe iSentia Group and Class in addition to June's top performers and detractors.
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Webinar: M&A targets for Australian small caps
Jul 6, 2018
- What are the key things to look for in small / micro caps M&A?
- How are valuations looking in the Australian small / micro cap market?
- What are our favoured small cap companies?
- What to avoid in small caps
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CommSec Executive Series
Jun 21, 2018
CommSec's Tom Piotrowski speaks with Spheria Emerging Companies Ltd (SEC) Portfolio Manager, Marcus Burns about the performance of SEC's portfolio, the team's investment process and his views on the tech sector in the small cap space.
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may-2018
May 2018 | Market Commentary
Jun 10, 2018
The recent Fund outperformance is a pleasing result given the style of market we have been investing in. Discover this month's key contributors and detractors.
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april-2018
April 2018 | Market Commentary
May 15, 2018
It feels like the market has moved into a new phase with a flurry of takeover activity in recent months. We cover this April's market commentary. Read more.
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march-2018
March 2018 | Market Commentary
Apr 15, 2018
Charlie Munger once opined that the market was like the pari-mutuel system at the racetrack. Everyone goes there, bets and the odds change based on what’s bet.
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Webinar: Benefits of allocating to small caps
Mar 22, 2018
- Why a focus on cashflow & valuation is vital at this time in the market cycle
- An overview of the Australian small cap market
- Attributes of favoured small cap companies
- What to avoid in small caps
- Spheria Emerging Companies Limited (ASX: SEC)
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february-2018
February 2018 | Market Commentary
Mar 15, 2018
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” This month, we take a closer look at the opportunities that lie with Free-To-Air TV, and more.

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