30 Jun 2026Equity Trustees Asset ManagementWOWHeldEquity Trustees Asset Management continues to hold Woolworths Group Ltd (ASX: WOW) and, as part of its ESG research and engagement, toured the National Distribution Centre at Moorebank in Sydney. The facility is about 80% automated, using robotics, autonomous vehicles and picking systems that improve productivity and workplace safety by reducing manual handling. A pallet-building system sequences pallets to match store aisles, cutting handling on arrival. Co-location with rail freight and a regional distribution centre eliminates over 23,000 truck movements a year, and an air bridge removes about 40 truck trips daily. Woolworths plans more direct container-to-DC supplier deliveries and is piloting electric trucks with about 300km range across Sydney, supported by on-site charging. Equity Trustees concludes the site shows how automation, logistics and electrification improve productivity while lowering emissions.
30 Jun 2026Equity Trustees Asset ManagementXYZHeldEquity Trustees Asset Management continues to hold Block, which produced a strong result in May, beating expectations across gross payment volumes, revenue and profit, with both CashApp and Square payment devices performing strongly. The manager notes the company upgraded guidance and is taking share from peers, with a robust US macro-economic backdrop supporting resilient consumption trends, viewing this as a fast-growing fintech priced attractively with a very strong balance sheet and cashflow.
Equity Trustees Asset Management is part of Equity Trustees Limited, one of Australia's oldest trustee companies (established in 1888), providing responsible entity, trustee and funds management services across a wide range of underlying investment strategies. Rather than running a single flagship strategy, Equity Trustees Asset Management often acts as trustee or responsible entity for numerous boutique and specialist fund managers' registered investment schemes, alongside its own multi-manager and direct investment capabilities. The firm's long history and regulatory expertise make it a key piece of infrastructure supporting Australia's broader boutique fund management sector. Equity Trustees serves institutional, adviser and retail clients across trustee, custodial and investment management services.
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 Jun 2026Equity Trustees Asset ManagementWOWHeldEquity Trustees Asset Management continues to hold Woolworths Group Ltd (ASX: WOW) and, as part of its ESG research and engagement, toured the National Distribution Centre at Moorebank in Sydney. The facility is about 80% automated, using robotics, autonomous vehicles and picking systems that improve productivity and workplace safety by reducing manual handling. A pallet-building system sequences pallets to match store aisles, cutting handling on arrival. Co-location with rail freight and a regional distribution centre eliminates over 23,000 truck movements a year, and an air bridge removes about 40 truck trips daily. Woolworths plans more direct container-to-DC supplier deliveries and is piloting electric trucks with about 300km range across Sydney, supported by on-site charging. Equity Trustees concludes the site shows how automation, logistics and electrification improve productivity while lowering emissions.
30 Jun 2026Equity Trustees Asset ManagementXYZHeldEquity Trustees Asset Management continues to hold Block, which produced a strong result in May, beating expectations across gross payment volumes, revenue and profit, with both CashApp and Square payment devices performing strongly. The manager notes the company upgraded guidance and is taking share from peers, with a robust US macro-economic backdrop supporting resilient consumption trends, viewing this as a fast-growing fintech priced attractively with a very strong balance sheet and cashflow.
Thesis Tracker