Latest Portfolio Management News

Diversified United Investment Limited (DUI) has registered its Scheme Booklet with ASIC, proposing a merger with Australian United Investment Company Limited (AUI). The Independent Expert concludes the merger is in the best interests of DUI shareholders, with directors unanimously recommending a vote in favour.

GQG Partners reported a rise in funds under management to USD 172.9 billion as of February 28, 2026, buoyed by strong investment performance that offset net client withdrawals.

Dexus Convenience Retail REIT has extended its on-market securities buy-back program for another year, aiming to repurchase up to 2.5% of its securities to enhance shareholder value amid current trading conditions.

Caprice Resources has identified four promising new gold targets south of its Vadrians deposit at the Island Gold Project, following initial air core drilling results. These findings pave the way for deeper drilling and potential resource expansion.

Earth’s Energy has settled a dispute with minority shareholders over its South Australian geothermal joint venture, agreeing to payments and transferring its JV interest subject to shareholder approval.

MFF Capital Investments reported a strong half-year net profit of $209.7 million and declared a fully franked interim dividend of 10 cents per share, signaling confidence despite global economic headwinds. The company’s portfolio remains liquid and focused on high-quality holdings as it navigates geopolitical and technological challenges.

ASF Group Limited has reversed a significant loss to report a half-year profit of $539,708, driven by key disposals and a strengthened balance sheet.

Thorney Opportunities Ltd has returned to profitability with a $6.55 million net profit for the half-year ending December 2025, declaring a fully franked interim dividend and continuing its share buy-back program.

Clime Investment Management reports a strong half-year operating profit surge and proposes a fully franked interim dividend, while streamlining its business to target sophisticated investors.

Strata Investment Holdings plc reported a striking £6.16 million comprehensive profit for 2025, propelled by robust investment portfolio returns and a significant revaluation uplift in its copper royalty assets. Despite operational delays from adverse weather, the company’s strategic focus on high-conviction resource investments and royalties positions it well amid evolving commodity markets.

Tribeca Global Natural Resources Limited reported a remarkable turnaround with a $69.5 million net profit for the half-year ended December 2025, alongside a fully franked dividend declaration. The company’s net tangible asset per share more than doubled, reflecting strong commodity market dynamics and strategic investment execution.

Lowell Resources Fund reported a remarkable 63% increase in net asset value for the half-year ending December 2025, driven by a strategic overweight in gold equities and buoyed by soaring commodity prices.