Founder and Portfolio Manager Chris Cuffe opened the session with a Fund update, noting the Fund has pleasingly returned +7.8% over the past quarter, +10.7% p.a. over five years, and +10.1% p.a. since inception in 2012 (as at 30 September 2025). Chris also reflected on the origins of the Fund and how investing and philanthropy can go hand in hand through vehicles such as the Third Link Growth Fund.
We were then joined by two of our underlying managers — Chris Stott from 1851 Capital and Jared Pohl from ECP Asset Management — both of whom generously rebate their management and performance fees, enabling Third Link to donate these monies to charity. Together, they manage a substantial amount of money on behalf of our investors pro bono, a contribution that sits at the heart of the Fund’s purpose.
Chris shared insights into the 1851 Capital Emerging Companies Fund, which has returned 16.1% per annum since inception, highlighting Zip Co (ASX: ZIP) as a standout performer. Jared discussed the ECP Growth Fund, a high-conviction Australian equities portfolio, noting Megaport (ASX: MP1) as a key contributor to performance this year.
The event concluded with Andrew Denton from Go Gentle Australia, our newest charity partner, sharing why he founded the organisation and the vital advocacy work it does in voluntary assisted dying (VAD).
It was a pleasure to bring together our investors, fund managers and partners to connect, hear about the Fund’s performance and impact, and see how investment returns and manager generosity combine to create lasting community benefit.
