Fairview Equity Partners

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Comments4

Companies4

Positions opened1

Positions exited0

Last published30 Jun 2026

Companies discussed, last 12 months

4 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

JDOJudo CapitalHeld MP1MegaportHeld MI6Minerals 260Initiated UNIUniversal StoreHeld

Commentary

DateManagerCompanyActionSummary

30 Jun 2026Fairview Equity Partners JDOHeldFairview Equity Partners continues to hold Judo Capital Holdings after it downgraded guidance and increased loan-loss provisions following three problem loans, which the manager viewed as unrelated, sector-specific events rather than a broader sign of stress in the domestic economy.

Monthly Report, price recorded $0.94

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30 Jun 2026Fairview Equity Partners MP1HeldFairview Equity Partners continues to hold Megaport after it rose 44% in June, taking its total return to 208% over three months, with the manager highlighting continued momentum from 'GPU as a service' contract wins in its recently acquired Latitude.sh business, reflecting broader AI and data centre-related tailwinds.

AI InfrastructureMonthly Report, price recorded $21.58

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2 more commentsEvery comment this manager has published, with sources.

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About Fairview Equity Partners

Growth Focused, Small-Cap

Fairview Equity Partners is a Melbourne-based boutique fund manager specializing in Australian small-cap equities, operating as part of the Bennelong Funds Management (BennBridge) multi-boutique group. The firm applies disciplined, bottom-up fundamental research to identify quality small-cap companies with strong growth potential, sustainable competitive advantages and capable management teams. Fairview's investment process emphasizes direct company engagement and detailed industry analysis, seeking to build conviction in businesses before they attract broader institutional attention. The strategy targets wholesale, adviser and institutional investors seeking dedicated small-cap exposure managed by a specialist, experienced investment team.

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.

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