Latest Investment Strategy News

Navigator Global Investments reported steady ownership-adjusted assets under management of USD29 billion for the December 2025 quarter, buoyed by strong hedge fund performance and resilient private markets growth despite the Bardin Hill sale.

Imperial Pacific reports a robust 17% increase in portfolio value for the half year ending December 2025, driven by gains in London City’s holdings and the strategic liquidation of Excelsior Capital. The company also paid a fully franked 7 cent dividend, signalling confidence despite pending audit reviews.

GQG Partners reported a slight decline in funds under management to USD 163.9 billion at the end of 2025, despite significant net outflows, buoyed by strong investment performance throughout the year.

BPH Energy has raised $1.2 million through a share placement to accelerate its hydrocarbon projects and support Cortical Dynamics, ahead of a critical Federal Court hearing on its PEP-11 permit extension.

Regal Partners anticipates a strong 2025 with normalised NPAT reaching $145 million, propelled by a significant jump in performance fees and funds under management climbing to $20.8 billion.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.

Ainsworth Game Technology has issued a Target's Statement responding to an unsolicited proportional takeover bid by Kjerulf David Hastings Ainsworth amid an ongoing full takeover offer from Novomatic. The Independent Board Committee refrains from recommending acceptance or rejection, highlighting complex shareholder choices.

360 Capital Group (ASX, TGP) has received an unconditional on-market takeover bid from TT Investments at $0.31 per stapled security. The Independent Board Committee unanimously recommends acceptance, supported by an Independent Expert's fair and reasonable opinion.

CPP Investments and Goodman Group have launched a A$14 billion partnership to develop data centres across key European markets, marking CPP’s first foray into European digital infrastructure.

Arena REIT has declared a quarterly distribution of 4.8125 cents per security, aligning with its FY26 guidance, while offering a discounted Dividend Reinvestment Plan to investors.

GPT Group has announced an estimated 12.0 cents per security distribution for the second half of 2025, alongside key dates for investor events in 2026.

Metal Powder Works has formalized a partnership with Austal USA to develop custom metal powders for US Navy additive manufacturing, positioning MPW within a critical defense supply chain.