Skip to main content

Spheria crowned Australia’s best small cap equities manager


Spheria Asset Management has been named Australia’s best small cap equities manager at the 2021 Zenith Fund Awards.

Spheria Co-Founders and Co-Portfolio Managers, Matthew Booker and Marcus Burns said the award is a testament to the hard-working investment team.

“We are humbled by this recognition from Zenith, which is a credit to our disciplined investment processes and our talented team which continues to strive to achieve strong outcomes for clients,” said Booker and Burns.

“Spheria has been able to successfully navigate through a challenging period for markets and this has underscored the value of our active, bottom-up approach, which avoids much of the hype and distraction which is prevalent in the Australian small cap market.

“We thank Zenith Investment Partners and our clients for their support and look forward to continuing to achieve investment excellence for many more years to come.”

The 2021 Zenith Fund Awards were presented via a virtual presentation on Friday, October 15.

For more about the Spheria Australian Smaller Companies Fund, click here.

Zenith Disclaimer:

The Zenith Fund Awards were issued 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.