Latest Portfolio Companies News

Associate Global Partners has partnered with US investment manager ARK to bring the ARK Venture Fund to Australian wholesale investors, expanding AGP's access to high-growth private companies focused on technological disruption.

Booster Innovation Fund reported a $1.593 million profit for the year ended March 2026, supported by increased net assets. However, valuation risks persist due to early-stage investments and recent capital raises at lower prices.

CD Private Equity Fund I (ASX:CD1) posted a net loss of $6.96 million for the year ended 31 March 2026, driven by a $5.14 million fair value decline in its US private equity holdings and significant foreign exchange pressures. Despite near-term setbacks, the Fund has delivered an 8.3% post-tax annual return since inception.

CD Private Equity Fund III (ASX:CD3) posted a net loss of $9.01 million for FY26, weighed down by foreign exchange losses and fair value declines. Despite near-term challenges, the Fund sustains strong long-term performance and liquidity.

Kingfish Limited posted a $13.6 million net loss for the year ended 31 March 2026, with portfolio returns lagging the benchmark amid geopolitical tensions and AI sector uncertainty.

Barramundi Limited’s May update reveals a 2.3% adjusted NAV decline, weighed down by CSL’s earnings downgrade and Brambles’ operational setbacks, despite positive contributions from Xero and Credit Corp.

Booster Innovation Fund has trimmed its net asset value per unit to $1.47 following a $723,000 valuation adjustment driven by slower growth and capital raising dynamics in its portfolio.

Infragreen launches a strategic review revealing a $10 million on-market buyback and potential asset sales to address significant undervaluation despite strong FY26 growth forecasts.

ClearVue Technologies has inked a manufacturing and distribution agreement with Aria Glass Industries, marking a major step into India’s booming construction sector backed by a US$240 million investment.

Infratil posted an 11% rise in operational EBITDAF to NZ$989 million in FY26, fuelled by a record 555MW CDC data centre contract and a 170% EBITDAF jump at Longroad Energy. The company refined its portfolio with over NZ$600 million in divestments and secured a BBB+ credit rating, underpinning a strong FY27 outlook.

Vanadium Resources raises about A$1 million through a placement to fund studies and site agreements for its Steelpoortdrift Vanadium Project and next-gen V-Iron Plant, aiming to supply Western critical mineral markets.

Vanadium Resources (ASX: VR8) has signed a non-binding offtake term sheet with U.S. Vanadium for 100% of vanadium slag from its Steelpoortdrift V-Iron Plant, while appointing Rand Merchant Bank to secure project financing.