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sep-2017
September 2017 | Market Commentary
Oct 11, 2017
This month, Spheria Asset Management delivers market commentary on top performers like Myer and re-evaluates the meaning of disruptors. Read more here.
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aug-2017
August 2017 | Market Commentary
Sep 15, 2017
Explore Spheria Asset Management's market commentary for August 2017, where we cover Blackmores, Adairs and Class as the latest top performers. Read now.
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What has the reporting season taught us?
Sep 6, 2017
• Australian Small / Micro Cap Market Overview
• What companies were the stars and shocks in the reporting season?
• What are some of the new investment opportunities within Small / Micro Caps?
• Attributes of the best Small / Micro Cap stocks
• Small / Micro Cap market outlook for the rest of 2017 / 2018
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july-2017
July 2017 | Market Commentary
Aug 14, 2017
July of 2017 marked a strong month for the Fund. In this commentary, Spheria Asset Management highlights July's key performers. Read more.
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Pinnacle Investment Summit 2017
Jul 26, 2017
In this 10 minute presentation from the Pinnacle Investment Summit 2017, Marcus Burns, Portfolio Manager at Spheria Asset Management discusses why cashflow is crucial.
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Idea concept with row of light bulbs, one of them is glowing.
Why it makes no sense to be pigeon-holed as a “growth” or “value” manager
Jul 13, 2017
It makes no sense to us to use these two broad terms to describe our approach to investing.
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june-2017
June 2017 | Market Commentary
Jul 5, 2017
Explore market commentary for the month of June 2017 by Spheria Asset Management, where we cover major contributors and detractors. Read more.
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Spheria Microcap Q+A with Marcus Burns and Matthew Booker
Jun 21, 2017
In this short video, Marcus Burns and Matthew Booker, joint portfolio managers of Spheria Asset Management provide us with insights into the following:

1. Who is Spheria and why should investors consider investing in microcaps?

2. What attributes do you look for when selecting microcap stocks for the portfolio?

3. Why have microcap stocks unperformed recently (Versus Aus large cap) and are they due for a turnaround?

4. What are some of the best microcap ideas that Spheria has at the moment?
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may-2017
May 2017 | Market Commentary
Jun 6, 2017
We visited Omaha this month to experience the touchstone of outstanding investing. People often ask what were the takeaways from the Berkshire meeting however, it is more about absorbing how some of the greatest investors in the world think. It is about getting into the heads of these great minds rather than any specific quip, comment or answer to a question. After all investing is a dynamic field with investment conditions, valuations, businesses etc. all consistently evolving through time.

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