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February 19, 2025
Listed Managed Investment
Whitefield Income Limited (ASX: WHI) – Initiation of Coverage
Whitefield Income Limited (ASX: WHI) is a newly created listed investment company (LIC) that raised $200.4 million through the issue of 160.3 million shares at $1.25 per share. ...
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February 6, 2025
Listed Managed Investment
Perpetual Equity Investment Company Limited (ASX: PIC) Review
Perpetual Equity Investment Company Limited (ASX: PIC) is a listed investment company (LIC) providing exposure to an actively managed portfolio primarily of ASX-listed stocks. ...
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January 23, 2025
Listed Managed Investment
Regal Investment Fund (ASX: RF1) Review
Regal Investment Fund (ASX: RF1) (“RF1” or the “Fund”) is a listed investment trust (LIT) that provides exposure to a selection of alternative investment strategies managed by Regal Funds Management Pty Ltd and associated managers....
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January 23, 2025
Listed Managed Investment
Regal Asian Investments Limited (ASX: RG8) Review
Regal Asian Investments Limited (ASX: RG8) is a listed investment company (LIC) that provides exposure to a long/short portfolio of securities that are listed, or are expected to soon be listed, in Asia or with a material exposure to Asia. ...
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January 23, 2025
Listed Managed Investment
VGI Partners Global Investments Limited (ASX: VG1) Review
VGI Partners Global Investments Limited (ASX: VG1) is a listed investment company (LIC) that provides exposure to a concentrated long/short portfolio of global securities. ...
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December 17, 2024
Listed Managed Investment
Plato Income Maximiser Limited (ASX: PL8) Review
PL8 is designed with retiree investors in mind with the strategy designed and managed specifically for zero tax-rate investors who can utilise franking credits....
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December 17, 2024
Listed Managed Investment
Sandon Capital Investments Limited (ASX: SNC) Review
Sandon Capital Investments Limited (ASX: SNC) (“SNC” or the “Company”) is a listed investment company (LIC) that provides exposure to a highly concentrated portfolio of primarily Australia equities and an activist investment strategy....
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November 20, 2024
Listed Managed Investment
Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (ASX: VNGS) Review
We have completed a review of Vaughan Nelson Global Equity SMID Fund (Quoted Managed Fund) (ASX: VNGS)....
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November 17, 2024
Equity Research Coverage
U.S. Equities
Acurx Pharmaceuticals Inc. (NASDAQ: ACXP) Update Report
We have completed an update report for Acurx following the release of the September quarterly results and business update on 13 November 2024....
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