Fund managers including Ten Cap, Blackwattle Investment Partners, Oracle Advisory Group, Selector Funds Management, Tyndall Asset Management, Clime Investment Management, Paradice Investment Management, Ellerston Capital, Firetrail Investments, SG Hiscock & Company, Antares Capital, Yarra Capital Management, Equity Trustees Asset Management, Katana Asset Management, ECP Asset Management, Sage Capital, Pendal Group, Quest Asset Partners, Australian Eagle Asset Management, Vertium Asset Management, Wilson Asset Management, Investors Mutual Limited, Perennial Partners, First Samuel, Ralton Asset Management and Pengana Capital Group have invested in Seek Ltd (ASX:SEK).

Managers highlight Seek's market-leading position, strong FY26 earnings growth and margin expansion, while Perennial notes the share price had fallen more than 50% from its highs, creating potential for recovery when hiring conditions improve.

Pendal and First Samuel point to disappointing FY27 guidance implying lower revenue, while Wilson Asset Management and Investors Mutual highlight soft job listings, cautious hiring demand and uncertainty about whether the employment cycle has bottomed.

SEEK Ltd., headquartered in Cremorne, Australia, is a global leader in online employment marketplaces. Founded in 1997, the company connects job seekers with hiring employers. Its business model operates across seven segments: ANZ, SEEK Asia, Brasil Online, and OCC provide core online recruitment services. Supporting units include Platform Support for synergistic investments, Corporate Costs, and Portfolio Investment for standalone managed entities. SEEK focuses on human capital digital matching, maintaining a diverse portfolio of employment-related platforms to facilitate global labor market connections and drive core business growth through its established online infrastructure.