Latest Portfolio Management News

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.

Djerriwarrh Investments and Australian Foundation Investment Company announce a major leadership change as Mark Freeman retires and Alison Gibson steps in as CEO and Managing Director.

Australian Foundation Investment Company (AFIC) announces the retirement of long-serving CEO Mark Freeman and the appointment of Alison Gibson as his successor, marking a significant leadership transition for the $12 billion investment firm.

Silver Mines Limited has secured land access to the Coomber Silver Prospect, reviving exploration on a site with significant historic silver intercepts. The company is advancing reconnaissance work to unlock the potential of this largely underexplored caldera near its flagship Bowdens Silver Project.

Lincoln Minerals is sharpening its focus on copper exploration with a renewed push at its Minbrie Project and new collaborations targeting base metals and graphite markets.

Judo Capital Holdings has delivered a robust 1H26 result, posting a 26% half-on-half profit before tax increase and upgrading its net interest margin guidance for the second half. The bank’s SME lending franchise continues to expand rapidly, supported by strong deposit growth and a solid capital position.