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TPG Telecom (ASX:TPG), the mobile and broadband provider, has been traded by fund managers as a defensive holding. In June 2026, Investors Mutual sold out of TPG on the view it was fully valued, freeing capital for other opportunities. Yarra, which holds an overweight position, noted TPG outperformed as defensive stocks provided a hedge against market volatility, and earlier highlighted a $600 million handset receivables financing deal. Ellerston bought TPG for its 4.6% dividend yield after a sharp fall, before exiting to buy gold stocks. TPG Telecom operates in the Communication Services sector within the Diversified Telecommunication Services industry, and Thesis Tracker has captured 9 comments from 5 fund managers, including Investors Mutual, Yarra and Ellerston. Headquartered in Sydney, TPG Telecom provides mobile, NBN broadband and fixed wireless services under brands including Vodafone, TPG, iiNet and Lebara, and recently sold its enterprise fibre business to Vocus.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Yarra Capital Management, BKI Investment Company, Ten Cap, Ellerston Capital, Investors Mutual Limited and Pengana Capital Group have invested in TPG Telecom Ltd (ASX:TPG).
Yarra highlights TPG's defensive characteristics and financing initiatives, and Ellerston noted an attractive dividend yield after the share price fell.
Investors Mutual sold out believing TPG was fully valued, and Ellerston exited to redeploy capital into gold stocks, suggesting limited upside.
TPG Telecom Ltd. provides telecommunications services to residential, small business, government, corporate, and wholesale customers. Founded in 1986 and headquartered in North Sydney, Australia, the company operates through two primary segments: Consumer, serving residential and small office/home office (SOHO) clients; and Enterprise, Government and Wholesale, which supports large-scale corporate and government accounts. TPG Telecom delivers a comprehensive range of connectivity solutions across the Australian market, catering to diverse sectors through its specialized business divisions.
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.