Latest Investment Portfolio News

Wilson Asset Management declared a 15.5 cents per share dividend for FY2026 despite a 10.5% portfolio loss, setting a cautious 8.0 cents dividend target for FY2027 amid macroeconomic headwinds.

Underwood Capital Limited (ASX:UWC) reported a net profit after tax of $0.193 million for FY2026, with net tangible asset backing per share inching up to 9.46 cents. Despite portfolio improvements and active share buybacks, the stock continues to trade below its net asset value.

Thorney Opportunities Ltd swung to a $4.44 million loss before tax in FY2026, weighed down by unrealised investment losses, yet increased its final dividend and pressed on with share buybacks.

AMCIL posted a $6.9 million profit for FY2026 while its portfolio returned negative 10%, underperforming the ASX 200. The company cut dividends to 4.0 cents fully franked, reshuffled holdings, and welcomed Alison Gibson as new CEO.

Salter Brothers Emerging Companies Limited (ASX:SB2) swung to a $7.9 million loss for FY26, driven by a $10.5 million investment write-down, while maintaining dividend payments and extending its share buy-back program.

Clime Capital Limited (ASX:CAM) reported a sharp turnaround for FY26, with net profit after tax soaring 236% to $10.29 million, driven by strong unrealised gains and a higher income portfolio. The company sustained its steady dividend payments and pressed ahead with an active share and convertible note buyback program.

Queste Communications Ltd (ASX:QUE) posted a 66% increase in company-level profit for FY2026, but its consolidated entity, including Orion Equities (ASX:OEQ), saw earnings decline sharply amid weaker revenues and investment losses. No dividend was declared.

Orion Equities (ASX:OEQ) returned to profitability in FY26 with a $204,000 net profit, buoyed by a $400,000 uplift in investment property value. Despite a 7% dip in total revenue, net tangible asset backing per share edged up to $0.43, while no dividend was declared.

Staude Capital Global Value Fund Limited posted a 47% drop in net profit after tax for FY2026 amid a 39% revenue decline, while adjusted pre-tax NTA rose 7%. The company declared a fully franked final dividend of 3.3 cents per share and completed a $18.2 million share purchase plan last year.

Teaminvest Private Group (ASX: TIP) posted a 19% increase in statutory profit for FY26, driven by strong active portfolio growth and disciplined capital allocation, while preparing to acquire Intelligent Investor in an earnings accretive deal.

WAM Alternative Assets nearly doubled its pre-tax profit in FY2026, driven by a 9.1% portfolio gain and a decisive shareholder vote backing its strategy. The company declared a 6.0 cents per share dividend, partially franked at 60%, reflecting portfolio maturation and diversification.

WAM Active Limited delivered a historic 75.5% investment portfolio return in FY2026, driving net profit after tax up 355% to $33.8 million and declaring fully franked dividends totaling 9.4 cents per share.