What smart money is saying about Aspen Group
APZ.AX
No fund has written a full thesis on Aspen Group in our archive, but 2 fund letters report a position in it — most recently CI Brunswick Fund in September 2025.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2024 and Q3 2025, 2 fund letters reported a position in Aspen Group, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsCI Brunswick FundSeptember 2025
“The CI Brunswick Fund returned 2.6% for the September 2025 quarter net of fees and expenses, compared to 4.7% for the ASX200 Accumulation Index. Contributors to portfolio performance in the period were Infomedia (IFM), Aspen Group (APZ) and Deterra Royalties (DRR).”
Aspen Group - December 2024
“Quarterly Highlights The CI Brunswick Fund returned 1.9% for the December 2024 quarter net of fees and expenses, compared to -0.8% for the ASX200 Accumulation Index . Positive contributors to performance include Sigma (SIG) following the backdoor listing of Chemist Warehouse, Newscorp (NWS), Block (SQ2) and Aspen (APZ).”
Aspen Group
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