The Third Link Growth Fund is pleased to announce the addition of Spheria Asset Management as a new underlying investment manager and the inclusion of the Spheria Opportunities Fund in the portfolio, enhancing the Fund’s exposure to mid and small-cap Australian equities.
Launched in 2016, the Spheria Opportunities Fund is an actively managed, high-conviction fund that invests in a broad range of companies with a strong bias towards mid and small-cap stocks, excluding the S&P/ASX 50.
The Spheria Opportunities Fund has delivered strong, consistent outperformance relative to its benchmark, the S&P/ASX Mid-Small Accumulation Index, across 3-year, 5-year, and since-inception periods. This track record is underpinned by a disciplined investment approach focused on identifying quality businesses with strong cash flows, robust balance sheets, and low debt.
Spheria’s experienced and stable investment team is led by co-portfolio managers Matthew Booker and Marcus Burns, who bring a long history of managing money through market cycles with a deep research-driven philosophy.
The Fund holds both a Recommended rating from Zenith Investment Partners and a Recommended rating from Lonsec, reflecting strong conviction in the strategy’s people, process, and performance.
Commenting on the new appointment, Chris Cuffe, founder of the Third Link Growth Fund, said:
We are excited to welcome Spheria to our manager cohort. Their focus on mid and small-cap companies adds an important dimension to the Fund’s diversification and long-term return potential. Their strong performance record, high-calibre team, and alignment with our values make them a natural fit for Third Link.
Matthew Booker, Portfolio Manager at Spheria Asset Management, added:
We’re thrilled to be joining the stable of high-quality managers in the Third Link Growth Fund. It’s a privilege to share our investment expertise while contributing to the incredible impact Chris has made through the charitable contributions of the Fund.
The Spheria Opportunities Fund was introduced into the Third Link Growth Fund in July 2025, further strengthening its commitment to investing with purpose, delivering competitive investment returns while supporting Australian charities.
For more information about the Third Link Growth Fund and its ongoing performance, please visit www.thirdlink.com.au.
