14 Sep 2026Plato Investment ManagementEIQShortPlato Investment Management held a short position in EchoIQ, its largest short in the Plato Global Alpha Fund, opened in early July after the shares had risen 872% over nine months. Plato notes EchoIQ triggered 18 of its proprietary Red Flags, the highest among more than 500 Australian companies it covers, including a market value near $1 billion on roughly $100k of revenue and four prior name changes from its mining shell origins. The company pivoted to AI heart disease detection after a small 2021 acquisition. When the FDA issued a Not Substantially Equivalent determination for its heart-failure software, the stock fell from $1.28 to around 53 cents, validating Plato's thesis.
3 Sep 2026Plato Investment ManagementALDHeldPlato Investment Management continues to hold Ampol without change, noting the company's profit jumped roughly 370% and its dividend rose 363%, driven by unusually strong refining margins tied to Russian refinery disruptions, tensions in the Strait of Hormuz and reduced Chinese refined product exports. The manager states that even without assuming these elevated margins persist, a 50% payout ratio implies the stock offers an annualised gross dividend yield near 15%, which is presented as evidence the shares remain attractively priced.
Plato 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.
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.
14 Sep 2026Plato Investment ManagementEIQShortPlato Investment Management held a short position in EchoIQ, its largest short in the Plato Global Alpha Fund, opened in early July after the shares had risen 872% over nine months. Plato notes EchoIQ triggered 18 of its proprietary Red Flags, the highest among more than 500 Australian companies it covers, including a market value near $1 billion on roughly $100k of revenue and four prior name changes from its mining shell origins. The company pivoted to AI heart disease detection after a small 2021 acquisition. When the FDA issued a Not Substantially Equivalent determination for its heart-failure software, the stock fell from $1.28 to around 53 cents, validating Plato's thesis.
3 Sep 2026Plato Investment ManagementALDHeldPlato Investment Management continues to hold Ampol without change, noting the company's profit jumped roughly 370% and its dividend rose 363%, driven by unusually strong refining margins tied to Russian refinery disruptions, tensions in the Strait of Hormuz and reduced Chinese refined product exports. The manager states that even without assuming these elevated margins persist, a 50% payout ratio implies the stock offers an annualised gross dividend yield near 15%, which is presented as evidence the shares remain attractively priced.
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