Australian small caps continue to experience heightened volatility, but according to Victor Gomes, Portfolio Manager at Eiger Capital, this is often driven more by market sentiment than underlying business fundamentals. Appearing on Ausbiz last week, Victor explains why periods of uncertainty can create compelling opportunities for patient, long-term investors willing to look beyond the headlines....
Read More
Australian small caps have rebounded strongly, creating a compelling environment for active investors willing to look beyond the index. A recent article in The Inside Adviser highlights how managers within the Third Link Growth Fund are identifying opportunities across structural growth themes including AI infrastructure, electrification, defence and the energy transition. In today’s market, stock...
Read More
Australian small-cap equities have rebounded strongly in recent months, with companies exposed to AI, data centres and digital infrastructure leading the recovery despite ongoing market volatility. In a recent interview with Ausbiz, Martin Hickson, Portfolio Manager at 1851 Capital, shared his views on the opportunities emerging across the small-cap market and why active management remains...
Read More
Evolution Trustees Limited (ETL) as responsible entity (Responsible Entity) of the Third Link Growth Fund (ARSN: 130 165 552) (“TLGF”) advises unitholders that the auditor of the Compliance Plan of TLGF will change as follows:: Outgoing Auditor: Ernst & Young Incoming Auditor: Deloitte Touche Tohmatsu Reason for Change: Consolidation of Compliance Plan audit arrangements to...
Read More
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...
Read More
Recent commentary from four of the underlying managers within the Third Link Growth Fund highlights a number of emerging themes driving opportunities across the Australian small-cap market — from AI infrastructure and data centres, through to electrification, defence, energy transition and selective commodity exposures. 1851 Capital Emerging Companies Fund Eiger Capital Australian Small Companies Fund...
Read More
If you missed our webinar on 14 April 2026, you can watch the recording below. Founder and Portfolio Manager of the Third Link Growth Fund, Chris Cuffe, gave an overview of the Fund, its recent performance, the charities we support, and the unique structure of the Fund, where underlying managers rebate their management and performance...
Read More
We’re proud to share an update from the Gratten Institue one of Third Link’s charity partners. Australia’s democracy is something we can’t afford to take for granted. Grattan’s new report — For the people: Future-proofing Australia’s democracy — finds that democracy is backsliding globally, and the world order in which Australia has flourished is being seriously tested....
Read More
We are pleased to invite investors and advisers to join our upcoming Third Link Growth Fund Investor Webinar on Tuesday, 14 April at 12pm (AEST). The session will open with a Fund update from Chris Cuffe, Founder and Portfolio Manager of the Third Link Growth Fund. Chris will provide an overview of recent performance, portfolio...
Read More
The Third Link Growth Fund has released its FY25 Impact Report, showcasing another year of delivering strong investment outcomes alongside meaningful social impact. In FY25, the Fund donated more than $1.7 million to carefully selected charity partners, bringing total giving since inception to approximately $23.5 million*. Over more than 17 years, Third Link has supported...
Read More
Evolution Trustees Limited (ETL) as responsible entity (Responsible Entity) of the Third Link Growth Fund (ARSN: 130 165 552) (“TLGF”) advises unitholders that the scheme auditor of TLGF will change as follows: Outgoing Auditor: Ernst & Young Incoming Auditor: Nexia Sydney Audit Pty Ltd Reason for Change: To ensure competitive pricing aligned with strong audit...
Read More
Former Australian of the Year Local Hero, Bernie Shakeshaft, says that when he first brought wild kids and wild dogs together, he knew he was onto something special. In 2006, he founded a tiny youthwork operation called BackTrack in Armidale, NSW, with just a rundown shed, some working dogs and a handful of volunteers. 20...
Read More