Fund managers including Endeavor Asset Management, Ellerston Capital, Ausbil Investment Management, Datt Capital, Milford Asset Management, Spheria Asset Management, Centennial Asset Management, Glennon Small Companies, Infinity Asset Management, Tamim Funds Management, Ophir Asset Management, Prime Value Asset Management, Perennial Partners, Blackwattle Investment Partners, Alphinity Investment Management, LSN Capital Partners, Lennox Capital Partners and Acorn Capital have invested in Superloop Ltd (ASX:SLC).

Fund managers highlight continued market share gains against Telstra, defensive recurring revenue, growth in wholesale and business services and valuation upside, with Alphinity expecting future earnings growth from high-speed NBN and fixed wireless offerings.

The available commentary is largely positive, though Superloop operates in a competitive broadband market where larger rivals such as Telstra could respond aggressively on pricing, which Ophir notes the market had expected.

Superloop Ltd., founded in 2014 and headquartered in Brisbane, Australia, provides connectivity services across the Asia Pacific region. The company operates through three segments: Connectivity, Services, and Broadband. The Connectivity segment develops and manages independent infrastructure, including fibre optic cable, international submarine cables, and fixed wireless networks for wholesale and enterprise clients. The Services segment offers outsourced cloud, managed services, and cybersecurity solutions. The Broadband segment delivers retail fixed-line and wireless internet services to residential customers, schools, and accommodation providers. Superloop focuses on delivering scalable digital infrastructure and comprehensive telecommunications solutions.