Spheria Global Opportunities Fund

Spheria Opportunities Fund

Mid-cap Opportunistic

Jun 2026Jul 2026

Our archive holds 2 letters from this strategy 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.

What it bought and sold

  • AddedPerpetualJul 2026
    the largest contributors were an overweight position in Perpetual (PPT.ASX, +22%),

Also held

Every letter