Paradice Investment Management

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Comments166

Companies94

Positions opened18

Positions exited13

Last published5 Aug 2026

Companies discussed, last 12 months

76 companies, monthly, latest action on the right

NovJanMarMayJulSepLatest

RHCRamsay Health CareHeld XROXeroHeld TLSTelstraExit WDSWoodside EnergyReduced CSLCSL LtdInitiated

71 more companiesEvery company Paradice Investment Management has discussed in the past year.

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Commentary

DateManagerCompanyActionSummary

5 Aug 2026Paradice Investment Management RHCHeldParadice Investment Management continues to hold Ramsay Health Care Ltd because the broader healthcare sector looks attractive for the first time in a long while, with fundamental valuations the fund manager finds compelling. Paradice's Richardson highlights that Ramsay's management team is focused on improving returns, which he believes is the right priority, noting that this type of turnaround story can deliver more upside than the market expects as the core business is reinvigorated.

Healthcare ServicesArticle, price recorded $43.55

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5 Aug 2026Paradice Investment Management XROHeldParadice Investment Management continues to hold Xero Ltd because, despite being one of the hardest-hit technology names amid the broader AI trade sell-off, the fund manager believes it retains a decent moat against AI disruption. Paradice's Richardson notes that technology companies have been hit hard by AI-related concerns, creating opportunities within the sector, and argues that while AI is a genuinely valuable technology, it may not disrupt businesses like Xero as quickly as parts of the market are currently pricing in.

Enterprise SaaSArticle, price recorded $75.14

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

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About Paradice Investment Management

Growth Focused, Small-Cap

Paradice Investment Management is a global equities fund manager founded in 2000 by David Paradice, a highly regarded Australian small-cap investor. Headquartered in Sydney with offices internationally, Paradice runs a suite of strategies spanning Australian small, mid and large-cap equities as well as global and emerging markets small-cap mandates. The firm built its reputation on disciplined, research-intensive small-cap investing in Australia before expanding its capability set to serve institutional clients globally. Paradice emphasizes deep company-level research and experienced sector specialists, and has been recognized over many years with multiple fund manager of the year awards across its various strategies.

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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