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EVT (ASX:EVT), the owner of Event Cinemas, QT and Rydges hotels and Thredbo, is seen by fund managers as an asset-backed opportunity. In August 2026, Wilson Asset Management described EVT as an Australian leisure and property group whose shares rose during the month, operating the largest cinema chains in Australia and New Zealand. Investors Mutual argues EVT's more than $2 billion property portfolio across over 20 hotels alone justifies the market value, and Perpetual believes the hotel transition is the real story rather than the volatile cinema arm. EVT operates in the Communication Services sector within the Entertainment industry, and Thesis Tracker has captured 23 comments from 8 fund managers, including Wilson Asset Management, Investors Mutual and Perpetual. Founded in 1910 and headquartered in Sydney, EVT owns and operates Event Cinemas, QT and Rydges hotels, the Thredbo alpine resort and a portfolio of commercial properties.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Naos Asset Management, Oracle Advisory Group, Cooper Investors, Perpetual Asset Management, Wilson Asset Management, SG Hiscock & Company, Perennial Partners and Investors Mutual Limited have invested in EVT Ltd (ASX:EVT).
Investors Mutual and Wilson Asset Management highlight property backing that effectively values the operating businesses at nothing, with potential catalysts from asset sales. Perpetual sees tailwinds for the hotel business as it adopts a more capital-light model and benefits from tourism trends.
Perpetual notes EVT operates across cyclical industries, with the cinema division, while under 10% of the business, remaining volatile. Performance depends on box office content and discretionary travel spending.
EVT Ltd. is an Australian holding company founded in 1910, headquartered in Sydney. The company operates across five key segments: Entertainment (cinema exhibition in Australia/New Zealand, cinema technology, and State Theatre), Entertainment Germany (German cinema operations), Hotels and Resorts (ownership and management in Australia/New Zealand), Thredbo Alpine Resort (resort operations and property development), and Property and Other Investments (rental property, investment properties, and FVOCI investments). EVT focuses on delivering professional services within the entertainment, hospitality, and tourism sectors.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.