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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q4 | Dec 31, 2024 | Auscap Asset Management | - | 6.9% | ANZ.AX, APE.AX, ARB.AX, AUB.AX, BHP.AX, BRG.AX, CAR.AX, CBA.AX, CQR.AX, CSL.AX, HMC.AX, JHX.AX, MIN.AX, MQG.AX, NAB.AX, NCK.AX, NHF.AX, QUB.AX, REA.AX, WBC.AX | Australia, banks, private markets, risk, value, volatility | Auscap discusses the significant increase in private credit funds and warns about their short operating history and limited experience with defaults. They note these funds have operated during relative calm with consistently rising property prices. | View | |
| 2025 Q4 | Jan 6, 2026 | Airlie Australian Share Fund | 0.0% | 0.0% | ALL.AX, APZ.AX, CBA.AX, CSL.AX, GMG.AX, IEL.AX, MIN.AX, RMD, SIG.AX, SVW.AX, WBC.AX | Australia, Banking, Concentration, Quality, underperformance, value | Airlie defines their investment style as focusing on undervalued quality businesses that generate high returns on capital with opportunities to grow at attractive rates on incremental capital. They believe the market regularly misprices quality businesses, creating opportunities to buy at discounted valuations. The fund seeks instances where quality businesses are trading at attractive prices relative to their intrinsic value. They believe purchasing companies at material discounts to intrinsic value drives investment returns through both earnings growth and multiple expansion over the long term. | View | |
| 2025 Q4 | Jan 6, 2026 | Airlie Small Companies Fund | - | - | ALL.AX, APZ.AX, CBA.AX, CSL.AX, GMG.AX, IEL.AX, MIN.AX, RMD, SIG.AX, SVW.AX, WBC.AX | Australia, Banking, Concentration, Quality, underperformance, value | Airlie defines their investment style as focusing on undervalued quality businesses that generate high returns on capital with opportunities to grow at attractive rates on incremental capital. They believe the market regularly misprices quality businesses, creating opportunities to buy quality companies at discounted valuations where investment returns are driven by both compounding earnings growth and multiple expansion. The fund looks for instances where quality businesses are trading at attractive prices and believes they purchased their companies at material discounts to intrinsic value. They focus on buying and holding quality companies at discounted valuations, with the beauty being that investment returns can be driven by both compounding earnings growth and multiple expansion over the long term. | View | |
| 2024 Q2 | Jul 18, 2022 | Auscap Asset Management | 0.0% | 0.0% | AAPL, AMZN, ANZ.AX, BHP.AX, CBA.AX, COL.AX, CSL.AX, FMG.AX, GOOGL, META, MIN.AX, MSFT, NAB.AX, NVDA, RIO.AX, RMD, STO.AX, WBC.AX, WDS.AX, WOW.AX | active management, Australia, banks, China, Iron Ore, mid cap, Passive investing, Sleep Apnea | China's steel consumption peaked in 2020 and is expected to decline to levels similar to other developed countries. With China accounting for 53.9% of world steel production and 50.8% of consumption, declining demand combined with new supply from Mineral Resources (50mtpa) and Simandou deposits (120mtpa) suggests a recipe for lower iron ore prices and declining earnings for the majors. | RMD |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||