Latest Investment Management News

FSI’s FY2025 portfolio posted a modest 5.0% return, trailing the ASX All Ordinaries Index, while maintaining dividend growth and planning a strategic move into pre-IPO investments.

Clime Investment Management is issuing free bonus options to shareholders, offering a new opportunity to increase holdings at a fixed exercise price before mid-2026.

Bentley Capital is seeking to recover 50% of legal costs from Keybridge Capital following a Federal Court ruling related to director William Johnson’s litigation expenses. Settlement talks are underway as the exact amount awaits judicial assessment.

Clime Capital reports an unaudited pre-tax NTA of 78.55 cents per share and announces a December quarter dividend guidance of 1.35 cents, maintaining an active share buyback program.

ARC Funds Limited has strategically acquired $2.15 million face value of convertible notes in ausbiz TV at just 20% of their value, issuing 4.47 million new shares as consideration. This move aligns with ARC’s growth strategy to diversify income streams and deepen its investment platform.

ARC Funds Limited reports a solid September quarter with a $634,000 equity placement, positive cash flow, and the successful integration of The Term Deposit Shop, positioning itself for further expansion.

L1 Group has successfully completed a $286 million institutional placement and a $19 million share sale, positioning itself for accelerated growth and strategic expansion. A follow-up share purchase plan aims to raise an additional $25 million from existing shareholders.

CVC Limited is contemplating a fresh offer of Capital Notes, potentially including a reinvestment option for existing holders, contingent on market and regulatory conditions.

L1 Group has appointed Julian Russell as its new CEO and Managing Director, marking a strategic leadership transition aimed at capitalising on growth opportunities. Russell’s proven track record in financial services turnaround sets the stage for renewed momentum.

Jeff Peters has stepped down as CEO and Managing Director of L1 Group following the successful merger with L1 Capital, marking a key leadership transition for the company.

L1 Group has completed its merger with Platinum Asset Management, forming a $16.9 billion investment powerhouse focused on stabilising funds under management and unlocking significant cost synergies.

Carlton Investments reported a slight rise in net profit and an 8.7% increase in dividends for FY2025, while its investment portfolio grew nearly 60% over five years despite recent market fluctuations.