Thesis TrackerLoading companies…
All companies
Loading…
Thesis TrackerThesis TrackerLoading…
Resimac Group (ASX:RMC), a non-bank mortgage and asset finance lender, is a long-term holding for DS Capital. In June 2026, DS Capital described Resimac as an excellent investment for its fund, delivering strong dividends, including another special fully franked dividend, even if this is not always reflected in the share price. In March 2026, DS Capital noted Resimac delivered a strong half-year result, nearly doubling normalised net profit to $29.6 million and growing assets under management by 11%. Resimac operates in the Financials sector within the Diversified Financial Services industry, and Thesis Tracker has captured 3 comments from 1 fund manager, DS Capital. Founded in 1985 and headquartered in Sydney, Resimac originates and services prime and specialist residential mortgages and asset finance in Australia and New Zealand, funded primarily through securitisation, and is majority owned by its founding shareholder group, with a long track record of disciplined lending and returning surplus capital to shareholders.
Company figures as of 15 Oct 2026. For information only.
Fund managers including DS Capital have invested in Resimac Group Ltd (ASX:RMC).
DS Capital highlights a near doubling of normalised profit, 11% growth in assets under management and strong ordinary and special fully franked dividends.
DS Capital notes Resimac's strong performance is not always reflected in its share price, and as a lender it is exposed to funding costs and housing credit conditions.
Resimac Group Ltd. is a mortgage origination and asset finance company founded in 1985 and headquartered in Sydney, Australia. The firm operates across three segments: Home Loan Lending (Australia), New Zealand Lending, and Asset Finance. It originates, services, and funds prime and non-conforming residential mortgages alongside auto, equipment, and business loans. Revenue is derived from new loan origination, portfolio margins, and distribution commissions. Resimac provides financial services throughout Australia and New Zealand, maintaining a business model focused on diversified lending products and residential mortgage management.
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.