Latest Investment Philosophy News

WCM Global Growth Limited reported a robust FY2025 with net profit soaring to $69.5 million and a 31% portfolio return, prompting increased dividends and a successful $76.7 million capital raise.

FSI’s FY2025 portfolio posted a modest 5.0% return, trailing the ASX All Ordinaries Index, while maintaining dividend growth and planning a strategic move into pre-IPO investments.

Ryder Capital Limited celebrated its 10th year on the ASX with robust FY25 results, including a 27.5% pre-tax NTA growth and a new quarterly dividend policy increasing payouts by 20%. The company also renewed its investment management agreement for five years.

360 Capital REIT is conducting due diligence on a $10 million structured equity investment in a newly completed Sydney apartment complex, with potential earnings benefits and no planned capital raising.

Count Limited reported a robust FY2025 with significant revenue and earnings growth, driven by strategic acquisitions and operational efficiencies. The company’s expansion in wealth management and services segments highlights its evolving market leadership.

WCM Global Growth Limited reported a robust 53% rise in net profit for FY2025, driven by strong portfolio returns and a successful capital raise, prompting an increased final dividend and upward revision of future dividends.

WAM Active Limited reported a robust 26.4% increase in its investment portfolio for FY2025, significantly outperforming key benchmarks, while maintaining its fully franked dividend at 6.0 cents per share.

Perpetual Equity Investment Company Limited reported a net profit of $21.7 million for FY25 and maintained its fully franked dividend at 8.0 cents per share, matching last year’s payout despite portfolio underperformance against the benchmark.

GQG Partners Inc. reported robust first-half 2025 results with revenue up 11% and net income rising 14.4%, alongside a new US ETF launch and a declared interim dividend.

NAOS Small Cap Opportunities Company Limited reported a significantly reduced loss for FY25 and declared a final quarterly dividend, while outlining a cautiously optimistic outlook for FY26 driven by core portfolio improvements.

Magellan Financial Group reported a 31% drop in net profit after tax for FY25, yet operating profit rose 5%, supported by strategic partnerships and an 8.2% increase in assets under management. The Board declared a special fully franked dividend, signaling confidence in future earnings.

Platinum Capital Limited has received a non-binding proposal from Wilson Asset Management to take over its investment management, signaling a potential strategic shift pending shareholder approval.