Fidelity International
Companies discussed, last 12 months
1 companies, monthly, latest action on the rightCommentary
5 Jan 2026Fidelity InternationalHUBHeldThe fund manager continues to hold Hub24 because the company has good structural growth, is winning market share, has a very high trust element, and operates on technology that is very complicated, meaning clients who move into that ecosystem are likely to stay with it for a long time. The manager believes the stickiness of the client base is quite strong, and views the stock as having delivered growth and being a technology leader. All these factors combined reinforce the manager's view that Hub24 is a business they are very keen to hold, naming it the number one stock for them.
About Fidelity International
Multi-Strategy Focused, All-CapFidelity International is a major global asset manager, originally the international arm of US-based Fidelity Investments before becoming an independently owned firm, managing equities, fixed income and multi-asset strategies for clients worldwide, including a significant institutional and retail presence in Australia. The firm employs large, well-resourced global research teams covering equities and credit across all major regions, supporting both actively managed funds and index/passive strategies. Fidelity is known for its deep, on-the-ground fundamental research capability, extensive analyst network, and long history managing retirement and wealth products globally. In Australia, Fidelity distributes a range of global and Australian equity, fixed income and multi-asset funds to advisers, superannuation funds and retail investors.
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.