Spheria Asset Management

We don’t see small cap stocks as being especially cheap at the moment, however there are some sectors that have been aggressively marked down and appear to offer some opportunities. The retail space for instance, whilst facing a number of headwinds, appears to have been overly punished as the prospect... Show More

Spheria Asset Management

SMS Management (SMX) is an IT consulting company that has had several profit warnings in the last twelve months which culminated in the CEO departing the business in early May. Whilst a swift turnaround is unlikely, we think the business is materially under earning. In FY10, SMX generated an EBIT... Show More

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