Thesis TrackerMartin Currie
Companies discussed, last 12 months
0 companies, monthly, latest action on the rightNo commentary in the last 12 months.
Commentary
7 Aug 2025Martin CurrieVNTHeldThe manager continues to hold Ventia Services, noting the company is a leading provider of essential infrastructure services across Australia and New Zealand with a significant portion of earnings underpinned by government or regulated contracts spanning roads, water, gas, electricity, and semi-government funded assets. The manager sees potential for Ventia to play a growing role in the delivery of decarbonisation infrastructure following recent discussions with management, which aligns with long-term sustainability trends and could provide an additional growth avenue.
About Martin Currie
Growth Focused, All-CapMartin Currie is a long-established global investment manager, founded in Edinburgh, Scotland in 1881, now operating as part of Franklin Templeton's specialist investment manager platform (following its earlier ownership under Legg Mason). Martin Currie offers active equity strategies across global, Asian, Australian and emerging markets, with a strong long-term reputation for fundamental, research-driven stock selection. The firm's Australian equities capability has a particularly long history in the local market, serving institutional and wholesale clients with strategies emphasizing quality companies and sustainable competitive advantages. Martin Currie's affiliation with Franklin Templeton provides global distribution and infrastructure while its investment teams retain distinct, specialist mandates.
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.