Latest Portfolio Companies News

AdNeo Limited reported a striking 89% increase in customer receipts in Q2 FY26, driven by recent acquisitions and strong contract wins, edging close to cash flow positivity. The company’s strategic cost reductions and expanding sales pipeline signal promising momentum for the remainder of the year.

CD Private Equity Fund II has completed a full exit from a key underlying investment, generating robust returns and preparing to distribute proceeds to unitholders in early 2026.

Powerhouse Ventures has entered a strategic partnership with GlobalDots to back its new Burleigh Ventures Critical Infrastructure Opportunities Fund, aiming to capitalize on emerging technologies in AI, quantum, and cloud infrastructure.

Bailador Technology Investments has increased the valuations of its portfolio companies Updoc and PropHero, driving a notable uplift in net tangible assets per share and signaling strong early performance in FY26.

Magellan Asset Management has launched the Magellan Infrastructure Fund (Currency Hedged), an actively managed ETF trading on the ASX under ticker MICH, targeting global listed infrastructure with currency hedging and ESG integration.

Magellan Investment Partners has launched the Airlie Australian Share Fund - Active ETF (AASF), offering investors a concentrated, actively managed portfolio of Australian equities with integrated ESG considerations. The fund combines liquidity via direct applications and Securities Exchange trading, targeting long-term capital growth and income.

CD Private Equity Fund III reported a $3.02 million net loss for the half-year ending September 2025, driven largely by foreign currency translation losses, yet maintained a 10 cent per unit distribution supported by portfolio realisations and cash management.

CD Private Equity Fund II reported a reduced net loss of $2.43 million for the half-year to September 2025, supported by $9.45 million in distributions from portfolio realisations. Despite foreign exchange headwinds, the Fund maintains a diversified portfolio and a positive long-term return track record.

CD Private Equity Fund I reported a $2.6 million net loss for the half-year ended 30 September 2025, driven by foreign exchange impacts and fair value adjustments, while distributing 8 cents per unit amid ongoing portfolio realisations.

Infragreen Group Limited has reported a strong FY25 performance, exceeding prospectus forecasts with $18.6 million in pro forma EBITDA and a successful $40 million IPO. The company projects robust growth in FY26, driven by organic expansion and strategic acquisitions in sustainable infrastructure.

Infratil Limited reported a 7% rise in operational EBITDAF to NZ$514 million for the first half of FY26, driven by strong performances from Longroad Energy and CDC Data Centres. The company also announced significant divestments, including its 20% stake in Fortysouth and a legacy property asset, while maintaining its interim dividend.

FSI’s FY2025 portfolio posted a modest 5.0% return, trailing the ASX All Ordinaries Index, while maintaining dividend growth and planning a strategic move into pre-IPO investments.