As highlighted in this recent article from the Australian Financial Review, investors are continuing to assess the impact of fluctuating commodity prices, interest rate expectations and shifting global growth dynamics.
For active managers, periods like these often create attractive opportunities to identify mispriced businesses and high-quality companies trading below intrinsic value. Within the Third Link Growth Fund, our underlying managers continue to focus on bottom-up stock selection across Australian equities, with several identifying opportunities emerging in small and mid-cap companies benefiting from structural growth themes including AI infrastructure, electrification, data centres and energy transition.
Importantly, the Third Link Growth Fund provides investors with access to a curated portfolio of leading Australian active managers, while also generating meaningful charitable impact through the rebate of management and performance fees by underlying managers.
