Latest Investment Portfolio News

CD Private Equity Fund II reported a steep decline in net profit for FY25, with earnings per unit plunging 98%, yet continued to deliver solid distributions to unitholders amid a challenging US private equity market.

HNG has consolidated its position in the school uniform sector by acquiring full ownership of Global Uniform Solutions and announcing a transformative acquisition of Trutex Group, setting the stage for significant growth across key markets.

Hancock & Gore Limited reported a statutory net loss of $3.18 million for the half-year ended 31 March 2025, impacted by unrealised investment losses despite steady dividend income from its school uniform subsidiary. The company declared a fully franked interim dividend of 1 cent per share.

Agrimin Limited has initiated a strategic review of its flagship Mackay Potash Project following prolonged approvals and market challenges, while spotlighting its valuable stakes in WA1 Resources and an upcoming Tali Resources IPO.

Sietel Limited’s half-year results to March 2025 reveal an 11% revenue drop and a near 50% plunge in net profit, reflecting tough market conditions in property leasing and startup investments.

London City reports a record investment portfolio value of $27.3 million, buoyed by strong gains in Fiducian Group shares, while legal proceedings against Excelsior Capital and its directors continue to unfold.

Whitefield Industrials Limited reported a 10% increase in core operating profit for the year ended March 2025, outperforming its benchmark with a 7.5% portfolio return and raising fully franked dividends to 10.5 cents per share.

Australian Wealth Advisors Group (AWAG) has completed strategic investments in Oneledger Group and B2B Invest, positioning itself for a net profit before tax exceeding $900k in 2026.

Hearts & Minds Investments Limited is reshaping its leadership by appointing seasoned executive Richard Howes as part-time Managing Director, following operational upgrades under outgoing CEO Brett Jollie.

Queste Communications reported a strong cash inflow from investing activities in April 2025, driven by a $3 million receipt linked to the termination of an iron-ore royalty. The company ended the month with a robust cash position of over $4.1 million.

QBE Insurance Group reported robust 8% gross written premium growth in 1Q25, driven by strong momentum in North America and International markets, while managing significant catastrophe claims. The insurer reaffirmed its full-year outlook despite ongoing market challenges.

Macquarie Group reported a 5% rise in full-year net profit to A$3.715 billion for FY25, driven by growth across its diversified businesses and a solid capital position. The group’s assets under management reached A$941 billion, supported by strong home loan and deposit growth.