Monthly Reports

During July, many of our portfolio holdings reported their fourth quarter and full year cash flow results - we discuss several of these in our monthly update, including Diverger and DDH1 Limited.

Notwithstanding the recent portfolio and market falls, news across the portfolio has been on the whole positive and in this month's report, we comment on encouraging operational updates from Credit Clear, Kip McGrath and Readytech.

In this month's report, given the decline in NAV in recent times, we spend some time discussing our strategy, how we see the markets currently, and opportunities that we are looking to take advantage of.

In this month's report, we discuss a number of trading updates recently provided by portfolio companies, including from PTB Group, Credit Clear and Aeeris.

In this month's report, we highlight the 7-year anniversary of DMXCP, and, as we look ahead, we detail the top 10 positions in the portfolio, and why we find them attractive. These really showcase the breadth & quality of the opportunity set, and what we believe will help to drive favourable outcomes over the next seven years.

In this month's report, we discuss some positive half-year results from portfolio holdings Cryosite, DataDot and Australian Family Lawyers.

In this month's report to investors, we discuss a number of updates from the portfolio during the month, including from PTB Group, Ansarada and Yellow Brick Road.

In this month's update, we our top 10 positions and provide our comments on their outlook and our expectations for 2022 and beyond.

In this month's update, we discuss some key monthly portfolio developments and highlight some recent meetings with Kip McGrath and Design Milk.

In this month's update, we discuss some key monthly portfolio developments and highlight some interesting updates from Raiz Invest and Yellow Brick Road.

In this month's update, we discuss some recent portfolio purchases (including Aeeris, Pureprofile and Swick) together with some names that we have been selling

In this month's update, we discuss how our three largest holdings (Sequoia, Joyce Corporation and Easton) reported in FY21. We also comment on three holdings that have built strong market positions in Australia, and that are now looking to grow quickly in offshore markets.