Latest Portfolio Management News

HomeCo Daily Needs REIT has reported a robust half-year result, doubling its profit to $243.5 million driven by significant fair value gains on its property portfolio, while maintaining stable distributions to unitholders.

Regal Partners Global Investments Limited (ASX, RG1) has reported a remarkable turnaround with a $103.5 million profit after tax for the half-year ended 31 December 2025, alongside a 6.0 cent fully franked interim dividend and an active share buy-back program.

Bailador Technology Investments reports a 33% rise in net profit for HY26 and declares a fully-franked interim dividend, underpinned by robust portfolio company valuations and cash realisations.

Bailador Technology Investments reports a strong HY26 with a 9.5% post-tax NTA per share increase to $1.76 and declares a fully franked interim dividend of 3.9 cents. The technology-focused portfolio saw revenue surge 42% to $673 million, underpinned by robust cash realisations including a $25 million partial sale of SiteMinder.

Bailador Technology Investments reported a 33% increase in net profit after tax for H1 FY26, driven by strong portfolio gains and a partial realisation of SiteMinder shares. The company declared a fully franked interim dividend of 3.9 cents per share, maintaining its steady dividend policy.

Region Group has reported a robust first half for FY26, with solid growth in funds from operations and an upgraded earnings outlook. Strategic acquisitions and portfolio management underpin its positive momentum.

Sims Limited is consolidating its Houston footprint by acquiring Tri Coastal Trading assets and selling its Mayo Shell property, aiming to boost EBITDA and cut costs significantly.

Argo Investments reported a striking 79% jump in half-year profit to $130.8 million, underpinned by stronger investment income, and announced an 18.5 cents per share fully franked interim dividend.

Future Generation Global Limited has announced a substantial 49% increase in its fully franked dividend for FY2025, alongside a special dividend, reflecting robust portfolio performance and a commitment to shareholder returns.

WAM Active Limited has launched a $51.4 million pro-rata entitlement offer at a 7.8% discount to the recent share price, alongside a $19.3 million institutional placement to meet strong investor demand. The capital raising aims to bolster the company’s proven Australian equity investment strategy while offering shareholders fully franked dividends on new shares.

Charter Hall Retail REIT reported a robust half-year result with statutory profit surging to $240.7 million, driven by portfolio growth and strategic transactions. The REIT also advanced its convenience retail focus and announced a major debt refinancing.

360 Capital Mortgage REIT reported a robust half-year performance with a 40.5% increase in gross assets and a targeted 10.4% distribution yield for FY26, underpinned by disciplined lending and solid capital raising.