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Ganes Focused Value Fund's investment thesis on ARB Corporation ($ARB.AX) — Q2 2026 | Buyside Digest

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$ARB.AXNASDAQARB Corporation

NEUTRAL

Ganes Focused Value Fund—ARB.AX

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$20.15USD

+6.6% vs last month

$17.98Pitched

+12.1% since pitch

Market Cap$1.7B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Ganes Focused Value Fund delivered a 6.1% return for the June 2026 quarter, outperforming the ASX300 benchmark which rose 4.1%. However, the fund...

— Ganes Capital Management Limited

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