What smart money is saying about WiseTech Global
5 funds in our archive have pitched WiseTech Global — most recently CI Australian Equities Fund in September 2025.
WiseTech Global Limited provides software solutions to the logistics execution industry worldwide. The company offers CargoWise, a software platform for logistics service providers that enables execution of complex logistics transactions and manage operations. It provides customs declaration management and related international trade, customs compliance and warehouse, customs management, freight forwarding, warehousing, transport, customs clearance, tracking, shipping and port logistics software solutions, cloud-enabled customs compliance, freight forwarding software, trade compliance, container optimization, and parcel, less than truckload and logistics transportation management, as well as freight rate management, ocean freight rate management, container yard/terminal management, and messaging integration software solutions. The company was incorporated in 1994 and is headquartered in Alexandria, Australia.
Fund coverage · 5 theses
- CI Australian Equities FundSeptember 2025
WiseTech Global operates a sticky logistics software platform and expanded its TAM through the E2open acquisition, offering significant growth and value latency opportunities.
Read the full thesis - Loomis Sayles International Growth FundSeptember 2025
Wisetech is poised for significant growth in logistics software and services, leveraging its dominant market position and the industry's shift towards outsourcing, which will drive projected annual revenue growth of approximately 20% over the long term.
Read the full thesis - Loomis Sayles International Growth FundJune 2025
Wisetech is poised for significant growth in the logistics software sector, benefiting from market share gains and a unique global platform, positioning it as a compelling investment opportunity.
Read the full thesis - Loomis Sayles International Growth FundMarch 2025
Wisetech is a dominant leader in the freight forwarding market with strong competitive advantages and significant growth potential, currently undervalued in terms of its intrinsic value.
Read the full thesis - Loomis Sayles International Growth FundDecember 2024
Wisetech is a market leader in logistics software, benefiting from strong competitive advantages and expected to achieve approximately 20% annual revenue growth, making its shares an attractive investment opportunity.
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