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Monash IVF Group Ltd ASX:MVF

1 opened or increased3 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 13 managers in total.

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20252026

17 Mar 2026 to today

Commentary Showing 2 of 21

DateManagerActionSummary

2 Sep 2026Yarra Capital ManagementHeldYarra Capital Management continues to hold Monash IVF because the manager sees a new management team putting its stamp on the business as it approaches the end of a capital expenditure cycle. Yarra points to prior corporate interest in the stock and a broader industry shift toward a more regulated, scale-favouring market as supportive structural factors. The manager also cites better second-half trends, continued market share gains and improving clinical outcomes as reasons the fertility services provider is viewed as a more robust investment opportunity at the current valuation than it has been previously.

Article, price recorded $0.77

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31 Aug 2026Yarra Capital ManagementHeldYarra Capital Management continues to hold Monash IVF Group without change, liking that new management is stamping its mark on the business as it exits a capital expenditure cycle, evidenced by better second-half trends, market-share gains and improved clinical outcomes. The manager sees a basing effect taking hold following past corporate interest in the company, alongside a broader shift toward a more regulated, scale-favouring fertility services market that should benefit larger, established operators.

Presentation, price recorded $0.71

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19 more comments on MVFPro shows every comment, with a link to each source document.

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Price at first mentionThe share price recorded when each of 13 managers first commented on MVF.

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Articles

About Monash IVF Group Ltd

Healthcare, Healthcare Providers and Services

Monash IVF (ASX:MVF) has attracted takeover interest and support from fund managers who see a recovery under new leadership. In September 2026, Yarra Capital Management highlighted a new management team putting its stamp on the business as it exits a capital expenditure cycle, with improving trends, market share gains and better clinical outcomes. Spheria noted a new indicative takeover proposal from a Genesis Capital-backed consortium, and Seneca described an earlier bid as opportunistic relative to sector transactions. Monash IVF operates in the Healthcare sector within the Healthcare Providers and Services industry, and Thesis Tracker has captured 21 comments from 13 fund managers, including Yarra, Spheria, Tamim and Seneca. Founded in 2014 and headquartered in Cremorne, Melbourne, Monash IVF is Australia's second-largest premium fertility provider, offering IVF, fertility treatment and women's ultrasound services in Australia and Southeast Asia.

Market cap: $284m
Price to earnings: 18.8x
Return on equity: 6.2%
Dividend yield: 7.3%
Price to book: 1.04x
Net margin: 5.6%
52-week range: $0.57 to $0.90

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

Questions

Who is investing in Monash IVF Group Ltd (ASX:MVF)?

Fund managers including Endeavor Asset Management, Cerutty Macro Fund, SG Hiscock & Company, Firetrail Investments, Clime Investment Management, Asymmetric Asset Management, Datt Capital, Elston Asset Management, Tyndall Asset Management, Seneca Financial Solutions, Tamim Funds Management, Spheria Asset Management and Yarra Capital Management have invested in Monash IVF Group Ltd (ASX:MVF).

What opportunities or catalysts do fund managers highlight for Monash IVF Group Ltd?

Yarra highlights new management, the end of a capex cycle, market share gains and improving clinical outcomes, while Spheria and Seneca point to repeated private equity takeover interest, with Seneca noting comparable fertility deals have been priced at 12 to 14 times earnings.

What are the key risks to the Monash IVF Group Ltd investment thesis, according to fund managers?

Tamim notes highly publicised laboratory incidents damaged brand trust and led to a modest revenue decline, and Seneca regards earlier takeover bids as opportunistically low.

What does Monash IVF Group Ltd (ASX:MVF) do?

Monash IVF Group Ltd is a fertility services provider founded in 2014, headquartered in Cremorne, Australia. The company operates through two primary segments: Australia IVF and Ultrasound, and International IVF. The Australia segment delivers assisted reproductive treatments, ultrasound, and associated diagnostic services. The International segment focuses on providing reproductive healthcare solutions across Southeast Asia. Monash IVF Group supports patients through these specialized segments to deliver fertility and reproductive medicine services internationally.

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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