spheria

The market has favoured growth stocks in recent years, but that could all change according to Matthew Booker from Spheria Asset Management. In a cycle that’s been 10 years in the making, companies have grown large and attracted high valuations while burning large amounts of cash. Show More

Markets tend to overreact on both the upside and the downside. Two years ago, Sirtex was trading at $40 per share and expectations were running high. Following several disappointing announcements, it’s now trading around $15. In this video, Matthew Booker from Spheria explains why they think it offers great value. Show More

May 2017 marked the first month since September 2016 that the Small Ordinaries Accumulation Index outperformed large caps. Livewire reached out to six small cap specialists to ask: “Is this a turning point”? The consensus seems, with some terms and conditions, to be: “Yes”. Read on for responses from Wilson... Show More