2 JUNE 2023
Two Pinnacle Affiliates named finalists in 2023 Lonsec Awards
Pinnacle Investment Management affiliates Spheria Asset Management and Aikya Investment Management have been named as finalists in the 2023 Money Management & Lonsec Fund Manager of the Year Awards.
Spheria is a finalist in The Australian Small Cap Equity Fund of the Year category.
Aikya Investment Management is a finalist in the Emerging Manager of the Year category.
The judging criteria for the awards is both quantitative and qualitative, acknowledging growth, business development, diversity, leadership, innovation, business excellence and contribution to Australia’s financial sector.
About Spheria:
Spheria Asset Management is a fundamental-based investment manager with a bottom-up focus specialising in small and microcap companies. Spheria’s mission is to achieve strong investment returns for clients with an emphasis on risk management.
Spheria currently manages around AU$1.4 billion across its Australian and global small, microcap and midcap portfolios.
To April 30, 2023, the Spheria Australian Smaller Companies Fund has delivered 8.7% per annum since inception (11th July 2016) net of applicable fees, costs and taxes
More information: spheria.com.au
About Aikya:
Aikya Investment Management is an independent investment manager specialising in identifying superior investment opportunities in the emerging markets universe. The London-based investment team aims to generate healthy long-term returns for investors with minimal downside through an investment approach which focusses on high-quality stewards of businesses.
Aikya became Pinnacle’s first European-based affiliate in 2020. It is majority owned by its highly experienced investment team.
More information: aikya.co.uk
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