Latest Portfolio Performance News

Omni Bridgeway Limited has reported a robust FY25 with full debt repayment, strong portfolio returns, and strategic capital raises positioning it as a leader in legal finance. The company’s disciplined cost management and validated fair value approach underpin its confident outlook for FY26.

WAM Research Limited reported a robust 22.4% increase in its investment portfolio for FY2025, significantly outperforming key ASX indices, while maintaining a high dividend yield of 8.1%.

WAM Research Limited reported a robust 22.4% growth in its investment portfolio for FY2025, outperforming key ASX indices and declaring a 10 cents per share dividend, partially franked at 60%. The company’s disciplined focus on undervalued growth stocks underpinned strong returns despite market volatility.

RAM Essential Services Property Fund reported solid FY25 results, highlighting portfolio growth, strategic capital recycling, and a clear transition towards a pure healthcare real estate focus.

Touch Ventures Limited reported a significantly reduced net loss of $4.8 million for H1 2025, reflecting improved portfolio performance and a fresh five-year management agreement. Key strategic moves include a write-down of Sendle and a post-period valuation uplift in Ordermentum.

Thorney Technologies Ltd reported a reduced net loss of $4.66 million for FY2025, improving from a $21.7 million loss the previous year, while maintaining a stable net tangible asset backing per share. The company is focused on enhancing portfolio performance and addressing the persistent discount to net tangible assets through strategic initiatives including a share buyback.

WAM Active Limited reported a robust 26.4% increase in its investment portfolio for FY2025, significantly outperforming key benchmarks, while maintaining its fully franked dividend at 6.0 cents per share.

WAM Active Limited reported a robust FY2025 with a 26.4% investment portfolio gain and a steady fully franked dividend of 6.0 cents per share, underscoring its active management approach amid evolving market conditions.

Tribeca Global Natural Resources Limited has reversed last year’s loss to report a $5 million profit and declared a fully franked dividend, while unveiling a significant share buyback program to address its discount to net tangible assets.

Ophir High Conviction Fund reported a robust financial year ending June 2025, with net assets rising nearly 15% and operating profit more than doubling. The Fund’s concentrated portfolio strategy delivered a 24% net return, comfortably outperforming its benchmark.

Clime Capital Limited reported a $3.06 million net profit for FY25 and announced a 1.35 cent dividend, while restructuring its convertible notes to enhance investor returns.

Perpetual Equity Investment Company Limited reported a net profit of $21.7 million for FY25 and maintained its fully franked dividend at 8.0 cents per share, matching last year’s payout despite portfolio underperformance against the benchmark.