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Spheria Opportunities Fund (0P0000Q23V)
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27/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 13.78M
Spheria Opportunities Fund
1.382
+0.010
+0.44%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Q23V Overview
On this page you'll find an in-depth profile of Spheria Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q23V among other information.
Investment Strategy
The Fund aims to hold approximately 20 to 65 securities at any time. Individual asset holdings are limited to 10% of the Fund’s NAV. The Investment Manager may use exchange traded derivatives for hedging purposes as part of its investment strategy subject to the underlying effective face value being limited to 10% of the NAV of the Fund.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Marcus Burns | - | 2016 | Now |
| Biography | Marcus is a co-founder of Spheria and has been a Portfolio Manager since Spheria's inception in April 2016. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years. Marcus has an established track record generating strong investment portfolio returns for investors. He worked alongside his Co-Portfolio Manager Matthew Booker at Schroders since the beginning of 2013 and co-managed the Australian small and micro-cap portfolios with Matthew. These funds generated double digit returns above benchmark during this timeframe. | ||
| Matt Booker | - | 2016 | Now |
| Biography | Matthew is a co-founder of Spheria Asset Management and a portfolio manager with research responsibilities. He has managed small company portfolios through volatile market cycles for over 16 years and has established a significant track record for generating returns that have exceeded portfolio benchmarks. Prior to co-founding Spheria, Mr Booker worked at Concord Capital and then Schroders, managing the smaller companies fund as well as the micro-cap product at Schroders. Mr Booker is an Associate of the Institute of Actuaries of Australia and a Fellow of FINSIA. He has over 25 years of financial markets experience. | ||
| Adam Lund | - | 2016 | Now |
| Biography | Adam is one of the founding members of the Manager at Spheria and is responsible for the trading of all of the Manager’s investment strategies. Adam also has research and portfolio construction responsibilities. Adam’s career began in 2005 at Thomas Hopper & Partners Chartered Accountants where he worked across the taxation, audit and company account divisions. Prior to Spheria, Adam spent 5 years as an equities and derivatives trader at Schroders Investment Management Australia. Adam worked closely with Matthew Booker and Marcus Burns trading for the small and micro cap funds. | ||
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