Spheria Global Microcap Fund rated ‘Recommended’ by Zenith

In its inaugural rating of the fund, Zenith Investment Partners has rated the Spheria Global Microcap Fund as ‘Recommended’ .

The fund invests in between 30 to 80 global listed microcaps, defined as companies with market caps of less than $US1 billion and Spheria seeks out companies that are trading at a discount to their intrinsic value.

“Such a strong first rating from a respected independent researcher corroborates our belief that the fund fills an unmet need for investors by giving them access to this unique asset class,” portfolio manager, Gino Rossi, said.

In its report Zenith said it believed Spheria's investment process was robust, and its focus on industry and financial risks was likely to result in more consistent risk-adjusted return outcomes.

Spheria is majority-owned by its investment team, but boutique incubator Pinnacle Investment Management also has minority ownership.

Spheria Asset Management Spheria Global Microcap Fund rated ‘Recommended’ by Zenith Launched on 30 November 2020 Designed for retail and wholesale investors. Find out more This report is informational only in nature. Industry Moves neither recommends nor endorses this product/service.