Spheria Global Opportunities Fund
Spheria Emerging Companies Limited
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Spheria Global Opportunities Fund for every strategy.
What it bought and sold
Over the month the largest contributors were an overweight position in Perpetual (PPT.ASX, +22%), an overweight position in Karoon Energy (KAR.ASX, +20%), and an overweight position in Fletcher Building (FBU.ASX, +10%).