14 Oct 2026Solaris Investment ManagementGMGHeldSolaris Investment Management favours Goodman Group (ASX:GMG) as an income-supportive idea despite it not being a traditional income stock. Solaris forecasts Goodman growing earnings by more than 30% over the next three years, which would support future dividends. Solaris notes Goodman is converting industrial property into data centres and trades on 18 times earnings, and believes it is building into a growing demand environment with very limited supply.
14 Oct 2026Solaris Investment ManagementALDHeldSolaris Investment Management, through co-portfolio manager Charles Casey, favours Ampol (ASX:ALD) as an income idea for 2027 despite the stock already having had a strong year. Casey notes Ampol has a very strong and improving balance sheet and believes it can pay higher dividends in 2027, with the potential for a special dividend. Solaris sees oil, gas and refining as one of the sectors supporting franked income, as geopolitical conflict has lifted oil prices.
Solaris Investment Management is a Sydney-based boutique Australian equities fund manager, majority owned by its staff, offering core and higher-conviction domestic share strategies for institutional and wholesale investors. Solaris applies an active, fundamentally driven investment process, seeking to identify mispriced companies across the market-cap spectrum through detailed research and valuation analysis. The firm emphasizes a disciplined, repeatable process and strong risk management framework, appealing to institutional clients such as superannuation funds seeking genuinely active Australian equity exposure. Solaris has built a long track record as a stable, employee-owned alternative to bank-owned or internationally-owned Australian equity managers.
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 Oct 2026Solaris Investment ManagementGMGHeldSolaris Investment Management favours Goodman Group (ASX:GMG) as an income-supportive idea despite it not being a traditional income stock. Solaris forecasts Goodman growing earnings by more than 30% over the next three years, which would support future dividends. Solaris notes Goodman is converting industrial property into data centres and trades on 18 times earnings, and believes it is building into a growing demand environment with very limited supply.
14 Oct 2026Solaris Investment ManagementALDHeldSolaris Investment Management, through co-portfolio manager Charles Casey, favours Ampol (ASX:ALD) as an income idea for 2027 despite the stock already having had a strong year. Casey notes Ampol has a very strong and improving balance sheet and believes it can pay higher dividends in 2027, with the potential for a special dividend. Solaris sees oil, gas and refining as one of the sectors supporting franked income, as geopolitical conflict has lifted oil prices.