Spheria Global Opportunities Fund
Spheria Australian Microcap Fund
Micro-cap
Jun 2026 → Jul 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Spheria Global Opportunities Fund for every strategy.
Also held
Its investment theses
- Lycopodium LimitedJun 2026Lycopodium Limited is a diversified mining contractor with a large work pipeline, net cash balance sheet, and a valuation that still screens cheap versus peers.
- Tyro Payments LimitedJun 2026Tyro Payments Limited is a payments technology business with structural growth in healthcare, net cash, and what the manager sees as an attractive valuation.