Latest Portfolio Management News

Big gains hit wealth platforms while Zip swung the other way as early optimism didn’t stick. Dividends and buy-backs kept coming, but investors still punished stocks where the next step looks unclear.

Cadence Opportunities Fund Limited has reported a remarkable turnaround for the half-year ending December 2025, posting a $6.4 million profit and raising its interim dividend to 7.5 cents per share.

Diversified United Investment Limited reported a modest profit increase for the half year ending December 2025, alongside a stable dividend and a proposed merger with Australian United Investment Company Limited.

NGE Capital Limited reported a remarkable 148% increase in profit after tax for the year ended 31 December 2025, driven by strong gains in uranium and mining investments. The company’s net tangible asset backing per share rose 25.7%, reflecting robust portfolio performance amid a volatile macroeconomic backdrop.

Ryder Capital has reported a remarkable 227% increase in comprehensive income for the half-year ending December 2025, alongside a record net tangible asset growth and a new quarterly dividend policy.

WCM Global Growth Limited has raised approximately $85 million through a share placement and entitlement offer priced at $1.75 per share, aiming to strengthen its global growth investment strategy and enhance shareholder value.

NAOS Small Cap Opportunities Company Limited reported a remarkable half-year profit surge and declared a steady quarterly dividend, despite portfolio returns lagging the benchmark index.

Telstra Group Limited reported solid half-year results for December 2025, with revenue and profit growth underpinning a higher dividend and an expanded share buy-back program. The company’s Connected Future 30 strategy continues to drive operational momentum amid disciplined cost management.

Spheria Emerging Companies Limited has reported a solid 16.8% increase in profit after tax for the half-year ending December 2025, alongside a strategic shift introducing monthly fully franked dividends.

BKI Investment Company has finalised its on-market share purchases to satisfy its Dividend Reinvestment Plan obligations, setting the DRP price at $1.74 ahead of the 2026 interim dividend payment.

AMCIL and AFIC announce a major leadership transition as long-serving CEO Mark Freeman retires, with Alison Gibson appointed to succeed him in July 2026.

Mark Freeman, the long-serving CEO of Mirrabooka Investments and AFIC, is set to retire at the end of 2026, with Alison Gibson appointed as his successor. Gibson’s return marks a significant leadership transition for these major listed investment companies.