CI Brunswick Fund
CI Australian Equities Fund
Dec 2024 → Sep 2025
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of CI Brunswick Fund for every strategy.
What it bought and sold
As such we have added Newmont Corporation (NEM) to the portfolio.
Also held
Its investment theses
- Origin EnergySep 2025Origin Energy has a strategically advantaged Energy Markets segment with gas peakers, battery pipeline, cost-to-serve edge, and latent value in Octopus and Kraken investments.
- WiseTech GlobalSep 2025WiseTech Global operates a sticky logistics software platform and expanded its TAM through the E2open acquisition, offering significant growth and value latency opportunities.
- Ryman HealthcareMar 2025Ryman Healthcare is positioned for future growth due to significant management changes and a reset balance sheet, despite facing challenges from a recent decline in its business model.
- HMC CapitalDec 2024HMC Capital is positioned for significant growth, aiming to increase its AUM from ~$17.5bn to ~$50bn over the next 3-5 years, leveraging its strong management team and diverse investment platforms.