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IPH (ASX:IPH), an intellectual property services group, has been held by Ellerston Capital as a recovery opportunity. In April 2026, Ellerston reported its overweight position in IPH was a contributor, rising 11% during the month. In November 2025, Ellerston said it used funds raised to pivot back into underperforming stocks it had held before, including IPH, which it believed offered a much better risk-return profile after weakness. IPH operates in the Industrials sector within the Professional Services industry, and Thesis Tracker has captured 12 comments from 5 fund managers, including Ellerston Capital. Founded in 2014 and headquartered in Sydney, IPH is a holding company for intellectual property professional services firms, including Spruson & Ferguson, AJ Park and Smart & Biggar, providing patent and trademark filing, prosecution and enforcement services across Australia, New Zealand, Asia and Canada, and has grown through acquisitions of IP firms while facing a slowdown in patent filing volumes.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Katana Asset Management, Contract Asset Management, BKI Investment Company, Ellerston Capital, Contact Asset Management and Akambo have invested in IPH Ltd (ASX:IPH).
Ellerston highlights an improved risk-return profile after a period of underperformance and an 11% share price recovery.
The available commentary does not detail specific risks, though IPH's earnings depend on patent and trademark filing volumes, which have been under pressure, and on integrating acquired firms.
IPH Ltd. is a Sydney-based intellectual property (IP) services holding company founded in 2014. It operates through four key segments: IP Services Australia and New Zealand, IP Services Asia, IP Services Canada, and Corporate. The regional segments provide comprehensive filing, prosecution, enforcement, and management of patents, designs, and trademarks. The Corporate segment manages group strategy, compliance, governance, capital management, and head office functions. IPH focuses on delivering specialized IP solutions across its global operations.
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.