Where are Australia’s leading active equity managers finding opportunity as we head into FY27?
The Third Link Growth Fund has brought together insights from 10 of our underlying portfolio managers to uncover the themes shaping their investment outlook. While each manager invests independently, a number of powerful common themes emerged: attractive valuations beyond the ASX20, the growing opportunity created by passive investing, AI and structural growth, increasing corporate activity, and why active management is becoming more valuable in today’s market.
The result is Beyond the Index – an exclusive whitepaper highlighting where some of Australia’s leading active managers see the greatest opportunities for long-term investors.
Download the report to discover:
- The key themes expected to shape FY27.
- Where managers are finding the best investment opportunities.
- High-conviction stocks and sectors.
- Why active management matters more than ever.
Download here: Beyond the Index – Manager Insights FY27 Third Link Growth Fund
