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

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$AUB.AXNASDAQAUB Group

NEUTRAL

Ganes Focused Value Fund—AUB.AX

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$29.68USD

+2.0% vs last month

$27.65Pitched

+7.3% since pitch

Market Cap$3.9B

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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Pitched Apr 14, 2026

AUB Group delivered a robust financial half-year with solid profit growth and dividend hikes, but experienced a sharp drawdown due to overblown fears of AI disintermediation. The complexity of...

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