30 Sep 2026Atlas Funds ManagementQBEHeldAtlas Funds Management continues to hold a significant exposure to QBE Insurance Group Ltd (ASX: QBE) because it believes some companies benefit from higher interest rates. Atlas notes QBE holds an insurance float of billions to tens of billions of dollars that it can invest due to the timing difference between receiving premiums and paying claims. As yields rise, QBE earns more on this investment float, making it one of three portfolio insurers positioned to benefit from a rising rate environment.
30 Sep 2026Atlas Funds ManagementSUNHeldAtlas Funds Management continues to hold a significant exposure to Suncorp Group Ltd (ASX: SUN) because it believes the insurer benefits from higher interest rates. Atlas notes Suncorp holds an insurance float of billions of dollars that it can invest because of the timing difference between receiving premiums and paying claims. Rising yields increase the return on this investment float, positioning Suncorp as one of three portfolio insurers that benefit from the higher rate environment.
Atlas Funds Management is a boutique Australian investment manager, with the 'Atlas' name commonly associated in the funds management industry with broad, diversified or globally-minded investment strategies. Firms of this type and scale typically apply fundamental research to construct portfolios across Australian or international equities, tailored to wholesale or private client mandates rather than broad retail distribution. As a smaller boutique, Atlas Funds Management maintains limited public media presence, with detailed, independently verifiable information about its specific founders, strategy and track record not widely available in public sources.
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.
30 Sep 2026Atlas Funds ManagementQBEHeldAtlas Funds Management continues to hold a significant exposure to QBE Insurance Group Ltd (ASX: QBE) because it believes some companies benefit from higher interest rates. Atlas notes QBE holds an insurance float of billions to tens of billions of dollars that it can invest due to the timing difference between receiving premiums and paying claims. As yields rise, QBE earns more on this investment float, making it one of three portfolio insurers positioned to benefit from a rising rate environment.
30 Sep 2026Atlas Funds ManagementSUNHeldAtlas Funds Management continues to hold a significant exposure to Suncorp Group Ltd (ASX: SUN) because it believes the insurer benefits from higher interest rates. Atlas notes Suncorp holds an insurance float of billions of dollars that it can invest because of the timing difference between receiving premiums and paying claims. Rising yields increase the return on this investment float, positioning Suncorp as one of three portfolio insurers that benefit from the higher rate environment.