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,...
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Young Mayors Program Update As we reach the halfway point of 2026, the Young Mayors program is active across multiple Local Government Areas nationally. The work young people are leading continues to demonstrate genuine civic participation. In Mackay, the second elected Youth Council has completed their 18-month term. They worked across priorities identified together: Recreation,...
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The Third Link Growth Fund has retained its ‘Recommended’ rating from Zenith Investment Partners, marking another year of independent recognition for the Fund’s distinctive combination of active investment management and charitable impact. The rating reflects Zenith’s continued confidence in the Fund’s long-term investment philosophy, experienced leadership and unique structure, which enables investors to build wealth...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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...
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