Mint Asset Management

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Comments28

Companies16

Positions opened2

Positions exited1

Last published30 Jun 2026

Companies discussed, last 12 months

14 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

IFTInfratilHeld AMCAmcorHeld FPHFisher & Paykel Healthcare CorporatnHeld SRGSRG GlobalHeld SXESouthern Cross Electrical EngineerInitiated

9 more companiesEvery company Mint Asset Management has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

30 Jun 2026Mint Asset Management IFTHeldMint Asset Management continues to hold Infratil because results exceeded expectations, easing concerns that growth expectations had become too high after a strong run, and it was the fund's biggest single New Zealand contributor. Mint notes Infratil's data centre business CDC secured its largest contract win of 555MW, lifting total contracted capacity above 1GW. The manager believes this reinforces its view that the picks and shovels of the AI boom remain the best place to be invested.

AI Infrastructure Data CentresQuarterly Report, price recorded $12.61

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30 Jun 2026Mint Asset Management AMCHeldMint Asset Management continues to hold Amcor because the packaging company benefited from the falling oil price during the quarter. Mint believes higher resin costs have now been passed through to customers.

Quarterly Report, price recorded $62.56

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

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About Mint Asset Management

Multi-Strategy Focused, Multi-Asset

Mint Asset Management is an Auckland-based independent fund manager founded in 2006 by CEO Rebecca Thomas, offering a compact range of actively managed New Zealand and Australasian investment strategies. Mint runs around five unit trusts spanning Australasian equities, a New Zealand socially responsible investment (SRI) equity fund, Australasian listed property, and diversified income and growth multi-asset funds, all built on fundamentally driven, research-intensive security selection. The firm is privately owned by its key staff, aligning portfolio manager incentives with client outcomes, and is a signatory to the UN Principles for Responsible Investment. Mint has built institutional credibility, having been awarded an active New Zealand equities mandate by the NZ Superannuation Fund, and has been recognized with industry awards including Boutique Fund Manager of the Year.

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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