News & Insights

PLAY VIDEO
spheria-ma-webinar-image
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
PLAY VIDEO
capture
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.
READ MORE
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.
READ MORE
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.
READ MORE
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.
PLAY VIDEO
cover-photo
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)
READ MORE
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.
PLAY VIDEO
commsec-executive-series
CommSec Executive Series
Feb 12, 2018
CommSec's Tom Piotrowski speaks with Spheria Emerging Companies Ltd (SEC) Portfolio Manager, Matthew Booker about the performance of SEC’s portfolio and his views on the recent mergers & acquisitions in the small cap space.
READ MORE
january-2018
January 2018 | Market Commentary
Feb 11, 2018
The main themes from 2017 continue to be active in 2018. But a more cautious note, we are now seeing a number of signs that are eerily reminiscent of market conditions in 2006.

Page 4 of 9 prev 1 2 3 4 5 6 7 ... next last

subscribe for updates

Receive news & insights.