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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Spheria Global Opportunities Fund

Spheria Australian Smaller Companies Fund

Small-cap

Jun 2026 → Jul 2026

Our archive holds 3 letters from this strategy, behind 1 investment thesis and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.

3 letters in a year — follow all of Spheria Global Opportunities Fund for every strategy.

Also held

  • IRESS Limited
  • Imdex Limited
  • Karoon Energy
  • Fletcher Building Limited
  • Mader Group
  • Supply Network Limited
  • Centuria Capital Group
  • Perpetual Limited
  • Imdex
  • Mader
  • Karoon Energy Limited
  • Universal Store Holdings Limited
  • Perpetual
  • Universal Store
  • Intertek Group plc
  • Intertek

Its investment theses

  • Universal Store Holdings LimitedJun 2026Universal Store is described as a quality retailer with strong sales growth, disciplined cost control, store rollout upside, a net cash balance sheet, and an attractive valuation.

Every letter

2026

  • July 2026
  • June 2026
  • June 2026

Other Spheria Global Opportunities Fund strategies

  • Spheria Global Opportunities Fund4
  • Spheria Australian Microcap Fund2
  • Spheria Opportunities Fund2
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