Our monthlies are out. In this month’s DMXCP report, we provide updates on two of our unlisted positions, while in the DMXASF report we provide some thoughts on how we approach regulatory risk. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP report, we discuss several AGM and trading updates, while in the DMXASF report, we provide some thoughts on Shriro and Smartpay. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP report we provide our thoughts on two of our education holdings, $EDU and $AKG . In the DMXASF report we discuss $EML Payments which is benefitting from a much improved outlook. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP report we nominate three stocks that we think have interesting prospects in 2025. In the DMXASF report we provide our thoughts on $EML.AX and GEN.NZ. dmxam.com.au/monthly-report…

Getting some attention in the NZ press thebottomline.co.nz/behind-the-sce…

Our monthlies are out. In this month’s DMXCP report we discuss $PPL and $BSA - two companies that reported profit upgrades during January. In the DMXASF report we discuss our top 5 positions including $GEN.NZ which had an eventful month. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP update we discuss how our top 10 positions reported in February. In the DMXASF report we discuss key portfolio developments during the month dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP update, we discuss a number of third quarter company updates including from $RZI, $PPL and $KYP. In the DMXASF report we provide updates on $ANG, $FID and $FDV. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP update, we discuss what was an eventful month for $EDU . In May's DMXASF report, we provide an update on $EML - a key holding of the fund. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP report, we discuss recent updates from $IAM, $SMN and $AHC. In the DMXASF report, we discuss the key contributors and detractors during July, and how we are currently thinking about our larger positions. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP and DMXASF reports, we update on what was a positive August reporting season, with comments on holdings including $EDU, $VBC and $ANG. dmxam.com.au/monthly-report…