Latest Investment Strategy News

Ariadne Australia Limited anticipates a near breakeven total comprehensive income for FY25, balancing solid profits with significant portfolio losses and partnership costs.

QBE Insurance Group reported robust half-year results with a 6% increase in gross written premiums and a notable improvement in underwriting profitability. The insurer’s strategic portfolio management and resilient investment performance underpin a confident outlook for 2025.

360 Capital Mortgage REIT delivered a robust FY25 with a 74.6% jump in profit and a successful $13.6 million capital raise, while maintaining a stable net tangible asset value per unit.

Savana Asset Management’s US Small Caps Active ETF (ASX, SVNP) has demonstrated resilience and strategic differentiation in its first nine months, navigating volatile markets with a contrarian, value-driven approach. A standout investment in Kohl’s Corp highlights the fund’s disciplined algorithmic strategy amid meme-stock mania.

Brickworks Limited and Washington H. Soul Pattinson have unveiled plans to combine under a newly capitalised ASX-listed entity, Topco, aiming to simplify their complex cross-shareholding and unlock shareholder value. Shareholders are set to vote on the scheme in September, with the merger expected to enhance liquidity and deliver dividend accretion.

Argo Investments Limited reported a modest profit increase for the fiscal year ending June 2025 and announced a fully franked final dividend, including a LIC capital gain component that offers tax benefits to shareholders.

Sequoia Financial Group has launched a dedicated AFSL Governance Committee to bolster oversight across its licenses, appointing former ASIC Commissioner Danielle Press as Independent Chair.

DigitalX Limited reported a 32.8% increase in digital asset holdings to $72.9 million and raised $20.7 million to pivot its treasury strategy firmly towards Bitcoin. The DigitalX Bitcoin ETF (BTXX) also surged, nearing $53 million in assets under management.

Omni Bridgeway Limited has reported record investment proceeds of A$555.5 million for FY25, underpinned by robust completions and a growing pipeline. Positive regulatory shifts in key markets further bolster the company’s outlook.

Rio Tinto reported robust half-year results with $11.5 billion underlying EBITDA, advancing key projects and completing a major lithium acquisition amid challenging market conditions.

Transurban Group reveals modest participation in its latest Distribution Reinvestment Plan, with new securities priced at $13.4692 ahead of the August payment date.

VanEck Global Defence ETF, launched in September 2024, has reported a solid AUD 2.8 million profit in its first interim financial results ending January 2025, marking a promising start for the defence-focused fund.