Thesis TrackerAkambo Financial Group
Companies discussed, last 12 months
1 companies, monthly, latest action on the rightCommentary
31 Jul 2026Akambo Financial GroupLTRIncreasedAkambo Financial Group increased its position in Liontown by 0.5% because of continued weakness in the lithium price, while believing the medium-term price should recover given demand from electric vehicles and battery storage. The manager prefers Liontown as its lithium exposure given the company's assets are located in Australia, its long mine life, growth potential from an existing project, and the presence of major shareholders with a large interest in the business.
About Akambo Financial Group
Wealth Advisory, Not SpecifiedAkambo Financial Group is an Australian financial advisory and wealth management business, providing services spanning financial planning, portfolio construction and investment guidance for individual clients. The firm typically combines strategic financial advice with access to managed investment strategies across Australian and global asset classes, tailoring recommendations to each client's circumstances, risk tolerance and financial goals. As a client-focused advisory business rather than a large retail fund manager, Akambo's public profile is built primarily through direct financial planning relationships and adviser networks rather than broad fund distribution or media coverage.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.