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Fortifai Ltd ASX:FTI

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

22 Jun 2026Regal Funds ManagementHeldRegal Funds Management continues to hold Fortifai because the fund views it as an under-the-radar ASX technology company addressing the significant data bottleneck created by the rise of advanced AI systems. Aldridge describes it as a potential global leader in its field.

AI InfrastructureArticle, price recorded $1.04

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on FTI.

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About Fortifai Ltd

Information Technology, Entertainment

Fortifai (ASX:FTI), a data company addressing AI bottlenecks, is highlighted by Regal Funds Management. In June 2026, Regal described Fortifai as a lesser-known gem on the ASX tackling the massive bottleneck caused by the rise of advanced AI, positioning it to benefit from demand for data services as AI adoption accelerates. Fortifai operates in the Communication Services sector within the Entertainment industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Regal Funds Management. Fortifai, formerly a video game developer whose portfolio included titles such as Wild Life and Conan Chop Chop, has pivoted toward data and AI infrastructure services, aiming to help companies manage and secure the data needed to train and run AI systems, a market Regal sees as constrained by rapid growth in AI demand.

Market cap: $154m
Price to earnings: Loss-making
Return on equity: -28.6%
Dividend yield: 0.0%
Price to book: 22.11x
Net margin: -27.0%
52-week range: $0.13 to $1.26

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Fortifai Ltd (ASX:FTI)?

Fund managers including Regal Funds Management have invested in Fortifai Ltd (ASX:FTI).

What opportunities or catalysts do fund managers highlight for Fortifai Ltd?

Regal highlights Fortifai as a lesser-known company addressing data bottlenecks created by advanced AI, a fast-growing opportunity.

What are the key risks to the Fortifai Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though Fortifai is a small company in the midst of a strategic pivot, which carries execution risk.

What does Fortifai Ltd (ASX:FTI) do?

Fortifai Ltd. develops video games for console, personal computer, and mobile platforms. Its game portfolio includes Wild Life, Conan Chop Chop, Cabby's Dollhouse, Sugar Slam, Ava's Manor, Rabbit Run, Shopkins, Dancer Days, and Heartlake Rush. Founded by Philips Mayes in 2011, the company is headquartered in Adelaide, Australia.

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.

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