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2021: A ‘Smorgasbord’ Of Opportunity In Small And Microcaps
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2021: A ‘Smorgasbord’ Of Opportunity In Small And Microcaps

By February 1, 2021August 26th, 2021No Comments

2021: A ‘Smorgasbord’ Of Opportunity In Small And Microcaps

By Matthew Booker, Portfolio Manager

In this interview with Livewire Markets’ James Marlay, Matthew Booker (Portfolio Manager) discusses why the Spheria team is extremely positive on the outlook for Australian small and microcap stocks in the coming years. He also discusses portfolio holding, Mortgage Choice Limited (MOC) and the sectors in which Spheria sees opportunity.

Disclaimer

This communication is prepared by Spheria Asset Management Pty Limited ('Spheria') (ABN 42‌ 611‌ 081‌ 326‌, Corporate Authorised Representative No. 1240‌979‌) as the investment manager of the Spheria Emerging Companies Limited ('SEC', 'Company') (ABN 84‌ 621‌ 402‌ 588‌) and Spheria Australian Microcap Fund (ARSN 611‌ 819‌ 651‌), Spheria Australian Smaller Companies Fund (ARSN 117‌ 083‌ 762‌), Spheria Global Microcap Fund (ARSN 627‌ 330‌ 287‌) and Spheria Opportunities Fund (ARSN 144‌ 032‌ 431‌) (‘the Funds’). Pinnacle Fund Services Limited ('PFSL') (ABN 29‌ 082‌ 494‌ 362‌, AFSL 238‌371‌) is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22‌ 100‌ 325‌ 184‌). The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Links to the Product Disclosure Statement: WHT0066AU, WHT0008AU, WHT0025AU, WHT6704AU

Links to the Target Market Determination: WHT0066AU, WHT0008AU, WHT0025AU, WHT6704AU

For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com

This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

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