Thesis TrackerCordis Asset Management
Companies discussed, last 12 months
0 companies, monthly, latest action on the rightNo commentary in the last 12 months.
Commentary
31 May 2025Cordis Asset ManagementRMDHeldThe fund holds a position in ResMed (RMD), noting the company announced the acquisition of VirtuOx, a diagnostic facility specialising in sleep, respiratory, and cardiac testing. The deal enhances ResMed's virtual diagnostic capabilities and reduces bottleneck pressures in the diagnosis pipeline, supporting the company's broader connected health strategy with 20 billion nights of sleep health and breathing data supporting its AI platform.
About Cordis Asset Management
Not Specified, Not SpecifiedCordis Asset Management is a boutique Australian investment manager offering actively managed portfolio strategies, likely spanning equities and/or multi-asset mandates for wholesale or private clients. As with many smaller Australian boutiques, the firm's approach centres on fundamental research and direct client relationships rather than broad retail distribution, and detailed, independently verifiable public information about its specific founders, precise strategy and track record is limited. This is common among closely-held boutique managers operating primarily in the wholesale and private-client segment of the market rather than through mainstream platforms or media.
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.