14 Jun 2026Market PartnersDBIHeldMarket Partners continues to hold Dalrymple Bay Infrastructure Ltd as a buy because the company provides take-or-pay contract-backed critical port infrastructure with guidance upgraded for FY26 and distributions expected to increase approximately 8.5% for the year. Market Partners notes the Bowen Basin coal volumes will continue for many years, and highlights the annual ratcheting up of contracted revenue as a consistent earnings driver regardless of customer utilisation levels.
14 Jun 2026Market PartnersSOLHeldThe manager continues to hold and rates Soul Pattinson a buy after a big 12 months in which it merged Brickworks into the group and evolved its investment approach, allocating more capital toward real assets, private credit, emerging companies and international opportunities. Although a 3% yield is normally unexciting, the manager has high confidence the steadily growing yield will keep rising. The manager likes the transition made over the past year, noting the company is well capitalised with more flexibility to move the portfolio around than previously.
Market Partners is a name used by boutique investment and advisory firms in the Australian market, typically offering portfolio management, financial advice or investment strategy services to private and wholesale clients. Given the generic nature of the name, multiple small entities may operate under similar branding, applying fundamental research to Australian or global securities tailored to individual client mandates. Detailed, independently verifiable public information about a specific fund manager operating under this exact name is limited in public sources, consistent with many closely-held boutique advisory and investment businesses.
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.
14 Jun 2026Market PartnersDBIHeldMarket Partners continues to hold Dalrymple Bay Infrastructure Ltd as a buy because the company provides take-or-pay contract-backed critical port infrastructure with guidance upgraded for FY26 and distributions expected to increase approximately 8.5% for the year. Market Partners notes the Bowen Basin coal volumes will continue for many years, and highlights the annual ratcheting up of contracted revenue as a consistent earnings driver regardless of customer utilisation levels.
14 Jun 2026Market PartnersSOLHeldThe manager continues to hold and rates Soul Pattinson a buy after a big 12 months in which it merged Brickworks into the group and evolved its investment approach, allocating more capital toward real assets, private credit, emerging companies and international opportunities. Although a 3% yield is normally unexciting, the manager has high confidence the steadily growing yield will keep rising. The manager likes the transition made over the past year, noting the company is well capitalised with more flexibility to move the portfolio around than previously.
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