Thesis TrackerNanuk Asset Management
Companies discussed, last 12 months
1 companies, monthly, latest action on the rightCommentary
31 May 2026Nanuk Asset ManagementRMDHeldNanuk continues to hold ResMed CDI despite the sleep apnoea and chronic obstructive pulmonary disease device manufacturer lagging with an 11% decline over the month. The fund manager notes rising concerns about competition from pharmaceuticals such as GLP-1 drugs affected a range of potentially impacted healthcare device companies, with news flow on GLP-1 proliferation, including new formulations and lower-priced offerings to patients, remaining very strong.
About Nanuk Asset Management
Growth Focused, All-CapNanuk Asset Management is a Sydney-based specialist fund manager focused on global listed companies benefiting from environmental and sustainability-related structural change, including renewable energy, resource efficiency, water and waste management. Founded by Peter Reilly, Nanuk applies deep sector expertise to identify companies positioned to benefit from the energy transition and broader environmental themes, differentiating it from generalist ESG or thematic funds. The firm's investment process combines fundamental research with specialist understanding of environmental policy, technology and regulatory trends shaping affected industries. Nanuk targets institutional and wholesale investors seeking dedicated thematic exposure to global environmental and sustainability-linked equities.
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.