Thesis TrackerPlato Asset Management
Companies discussed, last 12 months
1 companies, monthly, latest action on the rightCommentary
4 Mar 2026Plato Asset ManagementMNDInitiatedThe manager initiated a position in Monadelphous because they believe the mining services area of the market is generally under-appreciated, with a number of well-managed mining service companies performing strongly amid a booming mining sector. The manager notes Monadelphous just reported approximately 30-40% profit growth and increased its dividends almost 50%. While the manager acknowledges mining services is a fairly risky area where projects can be mismanaged or overbid, costing share prices 30%, they believe the current crop of operators is doing well, and Monadelphous still looks attractive despite recent appreciation.
About Plato Asset Management
Income Focused, Large-CapPlato Investment Management is a Sydney-based Australian equities fund manager founded by Dr Don Hamson, specializing in income-focused investing designed to maximize after-tax, franking-credit-inclusive returns for Australian investors, particularly retirees. Plato's strategies use quantitative and fundamental techniques, including active management of dividend capture and franking credit timing around ex-dividend dates, to enhance total cash income beyond simple dividend yield. The firm's flagship Australian Shares Income Fund is distributed through the Pinnacle Investment Management platform and has attracted strong interest from self-managed superannuation funds seeking tax-effective income. Plato's approach reflects deep expertise in the unique features of Australia's dividend imputation tax system.
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11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.