Spheria Global Opportunities Fund
Spheria Australian Smaller Companies Fund
Small-cap
Jun 2026 → Aug 2026
Our archive holds 4 letters from this strategy, behind 1 investment thesis and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year — follow all of Spheria Global Opportunities Fund for every strategy.
What it bought and sold
- AddedBapcor LimitedAug 2026
Over the month the largest contributors were an overweight position in Bapcor (BAP.ASX, +55%), owning Capricorn Metals (CMM.ASX, +29%), and an overweight position in Bellevue Gold (BGL.ASX, +27%).