Episode description
Candice and Felicity are joined by Brittany Isakka and Marcus Burns, two colleagues from Spheria, a fund that specialises in small and microcap companies - this got Felicity excited of course! Brittany joined Spheria in July 2021 as an analyst after working at QIC for over 4 years where responsibilities included research, asset allocation and portfolio management. Brittany holds a Bachelor of Business, Finance (Hons) from the Queensland University of Technology and is a CFA Charterholder. Marcus is a co-founder of Spheria and has been a Portfolio Manager since Spheria's inception in April 2016. He has managed Australian, European and global equity portfolios out of Australia and London through volatile market cycles for over 20 years.
They focus on 3 of their funds during this chat - their Opportunities Fund, the Global Opportunities Fund and the Australian micro-cap Fund. Find out more information here.
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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
Looking for a gift for a loved one this christmas? Order ‘Get Started Investing’, written by Equity Mates Alec and Bryce. Available on Booktopia and Amazon now!
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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
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