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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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...
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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 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...
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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...
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As 2025 draws to a close, the underlying fund managers of the Third Link Growth Fund have come together to share candid reflections on the year that was, the themes shaping markets, and what they’re watching most closely as we step into 2026. This year’s commentary is more personal, more conversational, and a little more...
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AFR highlights Third Link manager insights on a year defined by volatility The Australian Financial Review has featured insights from the underlying managers of the Third Link Growth Fund, highlighting 2025 as a year marked by extreme market volatility, sharp style dispersion and highly concentrated returns. Read more here.
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