AdviserVoiceMatthew Booker Archives - AdviserVoice https://www.adviservoice.com.au/tag/matthew-booker/ Financial planner information & financial planner education/CPD - AdviserVoice Thu, 04 Jun 2026 21:30:42 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Spheria Asset Management launches its Australian Smaller Companies Fund on the ASX as an Active ETF https://www.adviservoice.com.au/2026/04/spheria-asset-management-launches-its-australian-smaller-companies-fund-on-the-asx-as-an-active-etf/ https://www.adviservoice.com.au/2026/04/spheria-asset-management-launches-its-australian-smaller-companies-fund-on-the-asx-as-an-active-etf/#respond Tue, 14 Apr 2026 21:05:20 +0000 https://www.adviservoice.com.au/?p=110699

Marcus Burns

Spheria Asset Management is pleased to announce the Spheria Australian Smaller Companies Fund will soon be accessible as an Active ETF, quoted on the Australian Securities Exchange.

The Spheria Australian Smaller Companies Fund – Active ETF (ASX: SPHX) will be admitted for quotation on Wednesday, 15 March 2026.

SPHX has been launched in response to demand from direct investors, brokers, and financial advisers for exchange access to the Spheria Australian Smaller Companies Fund via an active ETF. The Spheria Australian Smaller Companies strategy will now be available as an unlisted Fund, active ETF (ASX: SPHX) and LIC (ASX: SEC). Since inception in July 2016, the unlisted Fund has returned +8.5% per annum (after fees), outperforming the S&P/ASX Small Ordinaries Accumulation Index by +2.2% per annum.

The portfolio typically consists of about 50 ASX smaller companies, constructed following rigorous bottom-up fundamental analysis.

Spheria Asset Management Co-Founder and Co-Portfolio Manager, Marcus Burns said: “Small caps can be the most lucrative part of the Australian share market, but it’s also where capital can be quickly destroyed if investors try to pick winners without thorough fundamental analysis and industry research.

“A portfolio of small caps with strong fundamentals, managed by a specialist investment team, is a sensible way to capture the potential upside of this part of the market, while ensuring capital is well protected. This is what SPHX provides via a simple and accessible Active ETF.”

Spheria Asset Management Co-Founder and Co-Portfolio Manager, Matthew Booker said: “Our investment process places free cashflow at its core. The vast majority of ASX small and micro-cap stocks don’t generate earnings or cashflow – they are speculative propositions. By focusing on businesses with predictable free cashflow generation, strong balance sheets, and attractive valuations, we’ve established a track record of uncovering great businesses long before the crowd takes notice, while also delivering downside protection during periods of turbulence.

“In the current market, small-cap valuations are near multi-decade lows relative to large caps and many great small cap companies have been indiscriminately sold alongside speculative names. We see an exceptional opportunity to deliver long-term outperformance in the coming years.”

SPHX joins Spheria’s existing suite of investment solutions, which includes the ASX-listed Spheria Emerging Companies Limited (ASX: SEC), along with an unlisted global small cap strategy, and Australian mid cap, small cap and microcap strategies.

The Spheria Australian Smaller Companies Fund has received a ‘Highly Recommended’ rating from Zenith Investment Partners and a ‘Recommended’ rating from Lonsec Research. Morningstar has assigned the Fund a ‘Silver’ Analyst Rating.

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Marcus Burns

Spheria Asset Management is pleased to announce the Spheria Australian Smaller Companies Fund will soon be accessible as an Active ETF, quoted on the Australian Securities Exchange.

The Spheria Australian Smaller Companies Fund – Active ETF (ASX: SPHX) will be admitted for quotation on Wednesday, 15 March 2026.

SPHX has been launched in response to demand from direct investors, brokers, and financial advisers for exchange access to the Spheria Australian Smaller Companies Fund via an active ETF. The Spheria Australian Smaller Companies strategy will now be available as an unlisted Fund, active ETF (ASX: SPHX) and LIC (ASX: SEC). Since inception in July 2016, the unlisted Fund has returned +8.5% per annum (after fees), outperforming the S&P/ASX Small Ordinaries Accumulation Index by +2.2% per annum.

The portfolio typically consists of about 50 ASX smaller companies, constructed following rigorous bottom-up fundamental analysis.

Spheria Asset Management Co-Founder and Co-Portfolio Manager, Marcus Burns said: “Small caps can be the most lucrative part of the Australian share market, but it’s also where capital can be quickly destroyed if investors try to pick winners without thorough fundamental analysis and industry research.

“A portfolio of small caps with strong fundamentals, managed by a specialist investment team, is a sensible way to capture the potential upside of this part of the market, while ensuring capital is well protected. This is what SPHX provides via a simple and accessible Active ETF.”

Spheria Asset Management Co-Founder and Co-Portfolio Manager, Matthew Booker said: “Our investment process places free cashflow at its core. The vast majority of ASX small and micro-cap stocks don’t generate earnings or cashflow – they are speculative propositions. By focusing on businesses with predictable free cashflow generation, strong balance sheets, and attractive valuations, we’ve established a track record of uncovering great businesses long before the crowd takes notice, while also delivering downside protection during periods of turbulence.

“In the current market, small-cap valuations are near multi-decade lows relative to large caps and many great small cap companies have been indiscriminately sold alongside speculative names. We see an exceptional opportunity to deliver long-term outperformance in the coming years.”

SPHX joins Spheria’s existing suite of investment solutions, which includes the ASX-listed Spheria Emerging Companies Limited (ASX: SEC), along with an unlisted global small cap strategy, and Australian mid cap, small cap and microcap strategies.

The Spheria Australian Smaller Companies Fund has received a ‘Highly Recommended’ rating from Zenith Investment Partners and a ‘Recommended’ rating from Lonsec Research. Morningstar has assigned the Fund a ‘Silver’ Analyst Rating.

The post Spheria Asset Management launches its Australian Smaller Companies Fund on the ASX as an Active ETF appeared first on AdviserVoice.

]]> https://www.adviservoice.com.au/2026/04/spheria-asset-management-launches-its-australian-smaller-companies-fund-on-the-asx-as-an-active-etf/feed/ 0 Daniel Peters reunites with former Schroders colleagues at Spheria https://www.adviservoice.com.au/2022/05/daniel-peters-reunites-with-former-schroers-colleagues-at-spheria/ https://www.adviservoice.com.au/2022/05/daniel-peters-reunites-with-former-schroers-colleagues-at-spheria/#respond Wed, 11 May 2022 21:40:04 +0000 https://www.adviservoice.com.au/?p=81956 Specialist small and microcap investment management firm, Spheria Asset Management, is pleased to announce the appointment of Daniel Peters as Head of Research.

In this newly created role, Daniel will cover domestic companies and be responsible for ensuring Spheria’s research across its domestic and global strategies continues to be executed at the highest standard.

Daniel previously worked alongside Spheria Co-Founders, Matthew Booker, Marcus Burns and Adam Lund at Schroders, where he was a Senior Research Analyst for 13 years covering various ASX 200 companies and sectors, as well as small and microcaps.

Spheria Co-Founder and Portfolio Manager, Marcus Burns commented on the appointment.

“We are thrilled to be reuniting with a former colleague who many of us at Spheria have worked alongside with in the past and together, achieved great client outcomes. We know Daniel’s investment philosophy is closely aligned to that of our Team and are confident he will play an integral role in the future growth of Spheria.

“In the small and microcap space you can’t overstate the value of thorough and innovative research and we think Daniel can play a major role in the continued optimisation of our successful domestic and global research efforts.”

Daniel brings over 20 years of investing experience to the Spheria team, which has grown to 10 investment professionals, since the firm was founded in 2016.

]]> Specialist small and microcap investment management firm, Spheria Asset Management, is pleased to announce the appointment of Daniel Peters as Head of Research.

In this newly created role, Daniel will cover domestic companies and be responsible for ensuring Spheria’s research across its domestic and global strategies continues to be executed at the highest standard.

Daniel previously worked alongside Spheria Co-Founders, Matthew Booker, Marcus Burns and Adam Lund at Schroders, where he was a Senior Research Analyst for 13 years covering various ASX 200 companies and sectors, as well as small and microcaps.

Spheria Co-Founder and Portfolio Manager, Marcus Burns commented on the appointment.

“We are thrilled to be reuniting with a former colleague who many of us at Spheria have worked alongside with in the past and together, achieved great client outcomes. We know Daniel’s investment philosophy is closely aligned to that of our Team and are confident he will play an integral role in the future growth of Spheria.

“In the small and microcap space you can’t overstate the value of thorough and innovative research and we think Daniel can play a major role in the continued optimisation of our successful domestic and global research efforts.”

Daniel brings over 20 years of investing experience to the Spheria team, which has grown to 10 investment professionals, since the firm was founded in 2016.

The post Daniel Peters reunites with former Schroders colleagues at Spheria appeared first on AdviserVoice.

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