Latest Artificial Intelligence Investment News

Mirrabooka Investments posted a 63.6% profit increase to $13 million for FY26 but saw its portfolio return lag the benchmark. The company declared a 14 cents fully franked dividend and welcomed Alison Gibson as new CEO following Mark Freeman's retirement.

Solaris Australian Equity Income Plus Limited (ASX:SET) has delivered a maiden profit and outperformed its benchmark since listing in April 2026, announcing initial fully franked monthly dividends.

The Savana US Small Caps Active ETF (ASX: SVNP) returned 2.21% in July 2026, beating the S&P SmallCap 600 benchmark by 5.44%, despite a sharp sell-off in semiconductor and AI infrastructure stocks. The fund’s disciplined, algorithm-driven approach helped navigate volatile market sentiment.

Savana Asset Management’s February letter reveals a challenging month marked by a tech sector sell-off amid AI disruption fears, a surge in AI capital expenditure, and a continuing rotation towards value-driven small caps.

MFF Capital Investments Limited posted a solid $432 million net profit for FY2025 despite a slight dip from last year, while raising its fully franked final dividend and completing the strategic acquisition of Montaka Global.