Gino Rossi, Portfolio Manager for the Spheria Global Microcap Fund talks about the trajectory of company growth and how investors might view the stages relative to returns.
Spheria Asset Management is a fundamental-based investment manager with a bottom-up focus specialising in small, mid-cap and microcap companies. Its investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained and the security is trading at a discount to their intrinsic value, subject to certain criteria.
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