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Humm Group (ASX:HUM), a consumer and commercial finance company, has attracted value investors as board renewal raises the prospect of corporate action. In August 2026, NGE Capital increased its holding to around 5.5 million shares, after initiating a new position in June and noting this is its second time investing in Humm. Collins St Asset Management highlighted board renewal following a successful challenge to longstanding leadership, with the new board considering strategic options, and believes Humm should trade above 90 cents given strong earnings, a large cash balance and potential for new management or a takeover. Humm Group operates in the Financials sector within the Consumer Finance industry, and Thesis Tracker has captured 10 comments from 3 fund managers, NGE Capital and Collins St. Founded in 1988 and headquartered in Sydney, Humm provides commercial equipment finance, buy now pay later instalment plans and credit cards in Australia, New Zealand, the UK and Ireland.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Ryder Capital, Collins St Asset Management, Tamim Funds Management and NGE Capital have invested in Humm Group Ltd (ASX:HUM).
Collins St highlights board renewal, a strategic review that could lead to a sale or new management, strong earnings and a large cash balance, believing fair value is above 90 cents per share. NGE Capital has steadily increased its holding.
The available commentary is positive, though Humm has a history of governance issues and earnings depend on consumer and business credit quality.
Humm Group Ltd. is a Sydney-based financial services firm founded in 1988 by David Berkman and Andrew Abercrombie. The company provides financial products through a professional network of retailers and brokers. Humm Group operates across four primary business segments: PosPP, New Zealand Cards, Australia Cards, and Commercial. The group actively manages diverse financial risks, including credit, liquidity, funding, and market risks. This structure supports its ongoing operations and delivery of financial solutions to the market.
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.