LongSNJun 2026
SharkNinja, Inc.
SharkNinja is one of Spheria's largest holdings and is built around a high-velocity innovation model across dozens of home-appliance categories. The company has consistently…
Spheria Global Opportunities Fund
Long-only global small- and micro-cap equity strategy using valuation discipline to identify quality companies with pricing power, clean balance sheets and recurring cash flows.2 published ideas
Spheria Global Opportunities Fund was managed by Spheria Asset Management Pty Limited during the reporting period and targeted global listed small- and micro-cap companies. The strategy is long only and seeks to outperform the MSCI World Small Cap Index over the long term through fundamental, valuation-disciplined stock selection.
Ideas from Spheria Global Opportunities Fund
LongSTOJun 2026
Santos Limited
Spheria views Santos as a low-cost, long-life oil and gas producer with strategically valuable LNG and upstream assets across Australia and the Asia-Pacific region. Barossa LNG…
Letters covered
- Spheria Global Opportunities Fund June 2026 Monthly ReportJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.