7 Sep 2026Firetrail InvestmentsWGNHeldFiretrail Investments continues to hold Wagners Holding Company without change, with the manager, quoted as Keelan, expressing particular enthusiasm given the stock is up roughly 20% this year. The thesis centres on a global "pole problem" arising from ageing electricity transmission infrastructure needing replacement, and Wagners' production of fibreglass power poles with a lower carbon footprint than traditional alternatives. The manager acknowledges Wagners also produces cement, a carbon-intensive process, and supplies roughly one-third of the Queensland market for that product.
7 Sep 2026Firetrail InvestmentsSKSHeldFiretrail Investments continues to hold SKS Technologies Group without change, identifying it as one of the biggest drivers of fund performance over the past year. The manager, quoted as Keelan, notes SKS built AirTrunk's MEL01 data centre in western Melbourne and is favoured because it focuses on lowering the carbon footprint of digital infrastructure construction through better building practices, such as designing facilities that minimise inefficient server placement and reduce the need for on-site servicing staff, consolidating operations into more efficient, purpose-built locations.
Firetrail Investments is a Sydney-based boutique Australian equities manager formed in 2018 by a team of senior investment professionals who spun out from Macquarie Investment Management. Firetrail runs high-conviction, benchmark-unaware Australian share strategies, including long-only and long-short funds, applying intensive fundamental research to identify quality companies with strong growth or turnaround potential. The team emphasizes direct company engagement, detailed industry analysis and disciplined risk management, seeking to differentiate meaningfully from the index. Firetrail is distributed through the Pinnacle Investment Management multi-affiliate platform, giving it institutional-grade infrastructure while the investment team retains full autonomy over portfolio decisions.
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.
7 Sep 2026Firetrail InvestmentsWGNHeldFiretrail Investments continues to hold Wagners Holding Company without change, with the manager, quoted as Keelan, expressing particular enthusiasm given the stock is up roughly 20% this year. The thesis centres on a global "pole problem" arising from ageing electricity transmission infrastructure needing replacement, and Wagners' production of fibreglass power poles with a lower carbon footprint than traditional alternatives. The manager acknowledges Wagners also produces cement, a carbon-intensive process, and supplies roughly one-third of the Queensland market for that product.
7 Sep 2026Firetrail InvestmentsSKSHeldFiretrail Investments continues to hold SKS Technologies Group without change, identifying it as one of the biggest drivers of fund performance over the past year. The manager, quoted as Keelan, notes SKS built AirTrunk's MEL01 data centre in western Melbourne and is favoured because it focuses on lowering the carbon footprint of digital infrastructure construction through better building practices, such as designing facilities that minimise inefficient server placement and reduce the need for on-site servicing staff, consolidating operations into more efficient, purpose-built locations.
Thesis Tracker