Latest Investment Strategy News

WAM Active Limited has announced a significant capital raising through a pro-rata entitlement offer and a placement, aiming to bolster its investment capacity without materially affecting company control.

ARC Funds Limited reported a solid $530 million in funds under management for its Term Deposit Shop platform, while strategically selling Ausbiz TV convertible notes and completing a $738,000 capital raise to bolster its balance sheet and fuel growth.

BKI Investment Company Limited reported a 10% increase in net profit after tax to $34.3 million for the half-year ended 31 December 2025, alongside a modest rise in its interim dividend. The company’s portfolio performance reflected mixed sector trends amid a volatile market.

WiseTech Global has announced its key financial and governance dates for FY26, highlighting its ongoing commitment to innovation and global logistics software dominance.

Savana Asset Management’s SVNP ETF delivered a standout 12.9% net return in 2025, outperforming major US equity ETFs despite a volatile year marked by geopolitical tensions and AI-driven market narratives.

Connexion Mobility reported a slight revenue decline in Q2 FY26 but boosted net profit before tax by 18%, supported by expense cuts and steady subscription growth. The company’s strategic focus on expanding OEM and dealership relationships continues amid near-term sales team reductions.

Charter Hall Long WALE REIT has updated its dividend distribution details for Q4 2025, confirming an ordinary unfranked dividend and adjusting the Dividend Reinvestment Plan price to reflect a modest discount.

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.