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Devon Alpha Fund's investment thesis on Orica Limited ($ORI.AX) — Q3 2026 | Buyside Digest

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$ORI.AXOrica Limited

BULL

Devon Alpha Fund

Fund Letter

Q3 2026

Published September 30, 2026

View Fund Profile

$22.57USD

Current Market Price

Pitch Price$23.18

Technical Chart

From the Fund Letter

Recently we have also made some changes to the portfolio with the addition of general insurer Suncorp and mining services business, Orica. This large Australian...

— Slade Robertson

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