Rapid Insights Conference

Banks

Consumer Discretionary

Accent Group (AX1)

Accent Group (formerly RCG Corporation Limited) is the retailer and distributor of performance and lifestyle footwear, compromises of 500 stores and 19 websites across Australia and New Zealand.

Alquemie Group

Alquemie Group is a retail brands investment and growth platform, founded by Executive Chairman Richard Facioni. Their unique operating model leverages their collective expertise and shared services to accelerate the growth potential of the business and to create a leading portfolio of globally recognised brands. The Alquemie portfolio currently includes LEGO® Certified Stores, Ginger & Smart, SurfStitch and Pumpkin Patch, with a pipeline of additional investments planned.

Autosports Group (ASG)

Autosports Group is a retail automotive industry that focuses on the sale of new and used motor vehicles, distribution of finance and insurance products on behalf of retail financiers and automotive insurers, sale of aftermarket products and spare parts, motor vehicle servicing and collision repair services. The Group's operations comprise of 43 franchised dealerships selling new and used prestige and luxury motor vehicles, 3 used motor vehicle outlets and 6 specialist prestige motor vehicle collision repair facilities.

Flight Centre Travel Group (FLT)

The Flight Centre Travel Group is one of the world's largest travel groups with a vast leisure and corporate travel sales network that extends throughout four major regions: Australia and New Zealand. The Americas, specifically the United States, Canada and Mexico.

Helloworld Travel (HLO)

Helloworld Travel is a travel-distribution company headquartered in Australia, providing international and domestic travel products and services to clients around the world. Publicly listed on the Australian Stock Exchange (ASX:HLO), HLO is a global travel organisation with a diverse array of brands across three key pillars of business: Retail, Wholesale and Inbound. Run by CEO and Managing Director Andrew Burnes together with an exceptional management team and highly accomplished board, HLO employs more than 600 staff throughout Australia, New Zealand, Fiji, and Europe.

Redbubble (RBL)

Redbubble operates global online marketplace connecting independent artists with customers. These marketplaces facilitate the sale and purchase of art and designs on a range of products between independent creatives and consumers. The products are produced and shipped by third party service providers. Every product on RB Group's marketplaces is printed on demand (i.e. made one at a time). The product does not exist unless and until the customer orders it, which means less waste.

Tourism Holdings (THL)

Tourism Holdings started in New Zealand and is now the largest provider of holiday campervans for rent and sale in Australia, New Zealand & USA. The Company also owns 49% of Just Go in the UK. Within New Zealand Tourism Holdings also operates the iconic Kiwi Experience and the Discover Waitomo experiences and Action Manufacturing LP, New Zealand's largest motorhome and specialist vehicle manufacturer. Tourism Holdings is also listed on the New Zealand Stock Exchange.

Diversified Financials

Countplus (CUP)

CountPlus is into accounting, tax and audit services; financial advice in relation to investment, superannuation and personal insurance; and financial services being the operator of financial advice licence businesses. It has a network of professional accounting and advice firms, aligned through shared values, mutual success, and sense of community.

EQT Holdings (EQT)

EQT Holdings (formerly Equity Trustees) is a financial services company which provides financial products and services and include wealth management, estate planning, managed funds, superannuation, institutional services and philanthropy. EQT operates in Australia and has two business units which are Trustee & Wealth Services and Corporate Trustee Services.

GQG Partners Inc (GQG)

GQG Partners Inc. is a global boutique asset management firm focused on active equity portfolios. The Company offers investment advisory and portfolio management services. GQG Partners serves customers around the world. As at 30 June 2021, we employ 118 people (including full-time contractors) across our offices in Fort Lauderdale (Florida), New York, Seattle, London, Sydney and other remote locations.

MA Financial Group (MAF )

MA Financial Group (formerly Moelis Australia Limited) is an ASX listed diversified financial services group offering solutions in asset management, corporate advisory and equities.

Pinnacle Investment Management Group (PNI)

Pinnacle Investment Management Group (formerly Wilson Group Limited) is a financial services company, providing distribution services, business support and responsible entity services to the Pinnacle Affiliates and developing and operating investment management businesses. Pinnacle currently consists of 15 investment affiliates.

Plenti Group (PLT)

Plenti Group is a technology-led consumer lending and investment business. Plenti seeks to provide borrowers with efficient, simple and competitive loans, delivered via simple digital experiences. Additionally, Plenti seeks to provide investors with attractive, stable returns via investing in the established asset class of consumer loans. Plenti offers loan products in three core verticals of the Australian credit industry: automotive lending, renewable energy lending and personal lending.

Resimac Group (RMC)

Resimac Group is a residential mortgage lender and multi-channel distribution business specialising in Prime and Specialist lending. The Group operates in targeted market segments and asset classes in Australia and New Zealand. As a non-bank financial institution, the Group has developed a lending portfolio, loan servicing capability, and funding platform through a combination of organic growth and the Resimac/ Homeloans merger in 2016.

Food and Agriculture

Clean Seas Seafood (CSS)

Clean Seas Seafood (formerly Clean Seas Tuna) is involved in the propagation of Spencer Gulf Hiramasa Yellowtail Kingfish, producing fingerlings for sale and growout, growout of Hiramasa Yellowtail Kingfish for harvest and sale and, research and development activities for future production of Southern Bluefin Tuna. Group has two operating segments that are Finfish Operations and Tuna Operations.

Lynch Group Holdings (LGL)

Lynch Group Holdings is a vertically integrated value added wholesaler and grower of flowers and potted plants into the Australian and Chinese floral markets. The Lynch Group procures its floral varieties from a global network of third party growers as well as its own farms. The Lynch Group's Australian farming portfolio comprises of three established Lynch Farms and two third party operated farms from which the Lynch Group procures floral and plant products.

Marley Spoon (MMM)

Marley Spoon is a subscription-based weekly meal kit service that services customers in three primary regions: Australia, United States and Europe (servicing Austria, Belgium, Germany and the Netherlands). Meal kits offer a convenient option for customers to cook healthy meals with fresh ingredients following chef-designed recipes.

Ridley Corporation (RIC)

Ridley Corporation is an Australian company involved in production of premium quality, high performance animal nutrition solutions.

Rural Funds Group (RFF)

Rural Funds Group is a real estate property trust which owns a diversified portfolio of Australian agricultural assets. RFF is a lessor of agricultural property with revenue derived from leasing almond orchards, macadamia orchards, poultry property and infrastructure, vineyards, cattle properties, cropping properties, agricultural plant and equipment, cattle and water rights.

Select Harvests (SHV)

Select Harvests is an almond producer who grows, processes and sells almond from its almond orchards. SHV is also into processing, packaging, marketing and distribution of edible nuts, dried fruits, seeds, muesli and a range of natural health foods.

General Industrials

Breaker Resources NL (BRB)

Breaker Resources NL is a Perth-based, Australian gold explorer focused on discovering and developing large new gold deposits hidden by transported cover in Western Australia's Eastern Goldfields Superterrane.

Close The Loop (CGL)

Close the Loop is an Australian owned company specialising in sustainable solutions for waste streams operating in Australia, the US and Europe.

GUD Holdings (GUD)

GUD Holdings is involved in manufacture, importation, distribution and sale of automotive products, pumps, pool and spa systems, and water pressure systems, with operations in Australia, New Zealand United States of America and France.

Jumbo Interactive (JIN)

Jumbo Interactive is into retail of lottery tickets through the internet and mobile devices sold both in Australia and eligible overseas jurisdictions. They utilise the latest technology to craft an engaging and entertaining purchase experience for our customers across a range of digital platforms.

PeopleIn (PPE)

Peoplein (formerly People Infrastructure Ltd)principal activities during the financial period were the provision of workforce management, contracted staffing, recruitment and human resources outsourcing services. Services provided by the Group include recruiting, on-boarding, contracting, rostering, timesheet management, payroll, and workplace health and safety management. People Infrastructure operates under three main industry sectors being Health and Community Care, Information Technology and General Staffing and Specialist Services.

Healthcare and Life Sciences

Beamtree Holdings (BMT)

Beamtree Holdings (formerly PKS Holdings Limited) is a healthcare company which provides a proprietary subscription based Clinical Decision Support (CDS) system called "RippleDown". RippleDown automates the human decision-making process in healthcare organisations and has two components that address a number of the key issues faced by healthcare organisations: RippleDown Auditor and RippleDown Expert. BMT's products have a range of applications across the healthcare services industry.

Clinuvel Pharmaceuticals (CUV)

Clinuvel Pharmaceuticals is a global biopharmaceutical company focused on developing delivering treatments for patients with a range of genetic and vascular disorders. CUV's lead compound is SCENESSE (afamelanotide), a drug targeting erythropoietic protoporphyria (EPP).

EBR Systems (EBR)

EBR Systems, Inc. develops implantable systems for wireless tissue stimulation. The company offers WiSE cardiac resynchronization therapy system that uses a proprietary wireless technology to deliver pacing stimulation directly to the inside of the left ventricle of the heart.

EMvision Medical Devices (EMV)

EMvision Medical Devices is focused on the development and commercialisation of medical imaging technology. The Company's primary focus is a portable, cost effective, non-invasive brain scanner to monitor and help with the diagnosis of brain injuries and stroke by creating rapid images of the brain at the point-of-care. The Company is developing and seeking to commercialise a cost effective, portable, medical imaging device using electromagnetic microwave imaging for diagnosis and monitoring of stroke and other medical applications.

Mayne Pharma Group (MYX)

Mayne Pharma Group is an ASX-listed specialty pharmaceutical company focused on applying its drug delivery expertise to commercialize branded and generic pharmaceuticals. Mayne Pharma also provides contract development and manufacturing services to more than 100 clients worldwide.

Pro Medicus (PME)

Pro Medicus is a health imaging IT provider. The company deals the development and supply of Healthcare Imaging software, Radiology Information System (RIS) software and services to hospitals, diagnostic imaging groups and other related health entities in Australia, North America and Europe.

Silk Laser Australia (SLA)

SILK Laser Australia is into provision of non-surgical aesthetic services and sale of owned brand skincare products through their corporate, majority owned and franchised clinics, and fee income from franchise clinics, in Australia.

Somnomed (SOM)

SomnoMed provides diagnostic and treatment solutions for Sleep-related Breathing Disorders including obstructive sleep apnea, snoring and bruxism. It produces and sells devices primarily in the Asia Pacific region, North America and Europe.

Telix Pharmaceuticals (TLX)

Telix Pharmaceuticals is a biopharmaceutical company focused on the development and commercialisation of diagnostic and therapeutic products using Molecularly Targeted Radiation (MTR). Telix is headquartered in Melbourne, Australia with international operations in Belgium, Japan, Switzerland, and the United States. Telix is developing a portfolio of clinical-stage products that address unmet medical need in oncology and rare diseases.

Trajan Group Holdings (TRJ)

Trajan Group Holdings is a global developer and manufacturer of analytical and life sciences products and devices founded to have a positive impact on human wellbeing through scientific measurement. Trajan is a global organisation of more than 520 people, with six manufacturing sites across the US, Australia, Europe and Malaysia, and operations in Australia, the US, Asia, and Europe.

Technology, Media & Communications

Aussie Broadband (ABB)

Aussie Broadband provides telecommunications services to residential and businesses in Australia. It operates in four segments: Residential, Business, Wholesale, and Over the Wire. The company offers national broadband network services, cloud, and security services.

Catapult Group International (CAT)

Catapult Group International is a global sports analytics company that provides elite sporting organisations and athletes with detailed, real time data and analytics to monitor and measure athletes. Its products have been used by more than 500 sports teams and organisations worldwide.

Damstra Holdings (DTC)

Damstra Holdings is an Australia-based company that is a provider of workforce management solutions to a range of industry segments across the globe. It develops, sells and implements integrated hardware and software-as-a-service (SaaS) solutions across various industries. Its cloud-based software offers various products and solutions, which includes Workforce Management, Asset Management, Access control, Digital Forms, Learning Management, Predictive Analytics, Damstra Safety and Solo. Its Workforce management tracks time and attendance of workers. Its Asset Management track and maintain plant and equipment on site. Its Access control tracks access rights of all people entering the work site, including visitors. Its Enterprise Protection Platform (EPP) reduce business risks around people, workplaces, assets, and information. It serves customers in various sectors, including mining, construction, energy, utilities, government, education, food and beverage and waste industries.

Enero Group (EGG)

Enero Group (formerly Photon Group) is a technology company operating a collective of marketing and communications businesses located in seven countries and 13 cities with over 600 employees. Its portfolio includes digital agency Orchard creative agency BMF, brand, marketing and PR comms consultancy Hotwire, programmatic marketing platform OBMedia, issues management comms advisory CPR and strategic data consultancies The Leading Edge and The Digital Edge.

Envirosuite (EVS)

Envirosuite (formerly Pacific Environment Limited) is involved in the development and sale of environmental intelligence technology solutions. It operates in more than 15 countries in airports, cities, construction, mining, heavy industry, waste and water.

Etherstack (ESK )

Etherstack is a wireless technology company specialising in developing, manufacturing and licensing mission critical radio technologies for wireless equipment manufacturers and network operators around the globe. With a particular focus in the public safety, defence, utilities, transportation and resource sectors, Etherstack's technology and solutions can be found in radio communications equipment used in the most demanding situations. The company has R&D facilities in London, Sydney, New York and Yokohama.

Family Zone Cyber Safety (FZO)

Family Zone Cyber Safety is a technology group focussed on cyber safety. It has developed a unique ecosystem-based approach to cyber safety. The Family Zone ecosystem is a platform from which cyber safety settings, advice, and support can be delivered across any network and any device offering a universal approach to cyber safety at home, at school and anywhere in between.

Gtn (GTN)

GTN provides an advertising platform that enables advertisers to reach audiences frequently and effectively. GTN is one of the largest broadcast media advertising platforms by audience reach in Australia, Canada, the United Kingdom and Brazil.

Hansen Technologies (HSN)

Hansen Technologies is involved development, integration and support of billing systems software for the utilities, energy, pay-TV and telecommunications sectors. Other activities undertaken by the Group include IT outsourcing services and the development of other specific software applications. Hansen Technologies has headquarters in Australia, Hansen Technologies has offices in North and South America, South Africa, Europe and the Asia Pacific region servicing customers in over 90 countries around the world.

Hipages Group Holdings (HPG )

Hipages Group Holdings is Australia's online tradie marketplace and Software-as-a-Service (SaaS) provider connecting tradies with residential and commercial consumers across the country. The platform helps tradies grow their business by providing job leads from homeowners and organisations looking for qualified professionals, while enabling them to optimise their business through SaaS product.

HT&E (HT1)

HT&E is a media and entertainment company listed on the Australian Securities Exchange which operates audio and digital businesses in Australia as well as outdoor assets in Hong Kong.

Janison Education Group (JAN)

Janison Education Group (formerly HJB Corporation Limited) operates in the online enterprise learning and digital assessment segments of the education technology sector.

Macquarie Telecom Group (MAQ)

Macquarie Telecom Group is engaged in provision of telecommunication, cloud computing, cybersecurity and data centre services to corporate and government customers within Australia.

Pentanet (5GG)

Pentanet is a Perth-based licensed telecommunications carrier and internet service provider (ISP), delivering high-speed internet services via its own fixed-wireless network and other fixed-line networks, with an emphasis on local service, support and excellent customer experience.

Whispir (WSP)

Whispir is a Software-as-a-Service ('SaaS') provider that specialises in the development and provision of communications management systems via a cloud-based platform. The Group enables the integration of smart applications and micro communications services into existing workflow solutions to automate specific areas of business-critical communications across mobile/email/voice/social/web. WSP operates across three regions of ANZ, Asia and North America.

Consumer Discretionary

APM Human Services International (APM)

APM Human Services International provides human and health services in Australia and internationally. Very undervalued with moderate growth potential.

Winton Land (WIN)

Winton Land operates as a residential land developer that specializes in developing integrated and fully master planned neighbourhoods in New Zealand and Australia. It operates through Residential Development, Retirement Villages, and Commercial Portfolio segments. As of July 6, 2022, the company had a portfolio of 28 projects with a combined total of 7,300 residential lots, dwellings, apartment units, retirement village units, and commercial lots. Winton Land Limited was incorporated in 2017 and is based in Auckland, New Zealand.

Diversified Financials

Countplus (CUP)

CountPlus is Australia’s leading network of professional accounting and advice firms, aligned through shared values, mutual success, and our sense of community. Listed in 2010 on the Australian Securities Exchange (ASX: CUP) the Company was launched in 2006 as a subsidiary of Count Financial.

EQT Holdings (EQT)

Equity Trustee was established as an independent Trustee and Executor company in 1888 and has become one of Australia’s largest specialist trustee companies.

GQG Partners Inc (GQG)

GQG Partners Inc is a global boutique asset management company focused on active equity portfolios. It offers investment advisory and portfolio management services for investors across three continents.

Pacific Current Group (PAC)

Pacific Current Group is a multi-boutique asset management firm dedicated to providing exceptional value to shareholders, investors and partners.

Pinnacle Investment Management Group (PNI)

Pinnacle Investment Management Group (formerly Wilson Group Limited) is a financial services company, providing distribution services, business support and responsible entity services to the Pinnacle Affiliates and developing and operating investment management businesses. Pinnacle currently consists of 15 investment affiliates.

Food and Agriculture

Clean Seas Seafood (CSS)

Clean Seas Seafood, together with its subsidiaries, operates in the aquaculture industry in Australia, Europe, and internationally. The company engages in the propagation, harvesting, growing, and selling of Spencer Gulf Hiramasa Yellowtail Kingfish; and production and sale of fingerlings. It serves seafood distributors, wholesalers, and retailers. The company was incorporated in 2000 and is based in Royal Park, Australia.

Marley Spoon (MMM)

Marley Spoon (formerly Marley Spoon AG) is a subscription-based weekly meal kit service that services customers in three primary regions: Australia, United States and Europe (servicing Austria, Belgium, Germany and the Netherlands).

Ridley Corporation (RIC)

Ridley Corporation proudly stands as an Australian owned company and is the country’s largest commercial provider of high performance animal nutrition solutions.

Rural Funds Group (RFF)

Rural Funds Management is a specialist agricultural fund manager established in 1997.

General Industrials

Lindsay Australia (LAU)

Lindsay Australia is an integrated transport, logistics and rural supply company proudly working in partnership with Australian farmers at all levels of the supply chain. Our people understand the needs of our customers and have earned their trust to supply and deliver Australia-wide and beyond.

Tourism Holdings (THL)

Tourism Holdings is a leading global provider of commercial RV rentals, RV manufacturing and sales, and operator of tourism attractions.

Healthcare and Life Sciences

Aroa Biosurgery (ARX)

Aroa Biosurgery is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue reconstruction.

Clinuvel Pharmaceuticals (CUV)

Clinuvel Pharmaceuticals is a leading and innovative Australian company focused on the development of SCENESSE¿ (afamelanotide), its proprietary first-in-class drug, as a photoprotective in a range of UV and light related skin disorders and as a repigmentation therapy in the common skin disorder vitiligo.

Monash IVF Group (MVF)

Monash IVF Group is a leader in the field of human fertility services and is providers of Assisted Reproductive Services (ARS) which is the significant component of fertility care in Australia and Malaysia.

Pacific Smiles Group (PSQ)

Pacific Smiles Group provides dentists with fully serviced and equipped facilities including support staff, materials, marketing and administrative services.

Pro Medicus (PME)

Pro Medicus engages in the development and supply of healthcare imaging software and services to hospitals, diagnostic imaging groups, and other related health entities in Australia, North America, and Europe.

Silk Laser Australia (SLA)

SILK Laser Australia is into provision of non-surgical aesthetic services and sale of owned brand skincare products through their corporate, majority owned and franchised clinics, and fee income from franchise clinics, in Australia.

Telix Pharmaceuticals (TLX)

Telix Pharmaceuticals is a global, commercial-stage biopharmaceutical company focused on the development of diagnostic and therapeutic products using targeted radiation. The Company's deep pipeline for prostate, kidney, brain (glioblastoma), and hematologic cancers, and rare diseases is underpinned by a reliable and secure global supply chain, manufacturing and distribution network.

Resources

Atlantic Lithium (A11)

Atlantic Lithium is a lithium focused mineral exploration and development company with an advanced lithium pegmatite asset in Ghana and lithium pegmatite exploration assets in Ghana and Ivory Coast. The Company is focused on the development and production of its lithium assets in West Africa.

Conrad Asia Energy (CRD)

Conrad Asia Energy, an ASX-listed company, is an energy company focused on the exploration, appraisal, and development of natural gas projects in the Offshore Waters of Indonesia.

Galan Lithium (GLN)

Galan Lithium is an ASX-listed lithium exploration and development business. Galan's flagship assets comprise two world-class lithium brine projects, HMW and Candelas, located on the Hombre Muerto salar in Argentina, within South America's 'lithium triangle'.

Greatland Gold (LSE:GGP)

Greatland Gold is a leading mining development and exploration company focussed on precious and base metals. We are developing the world-class Havieron gold-copper deposit in the Paterson region of Western Australia while delivering multi-project exploration upside in a low-risk jurisdiction.

Liontown Resources (LTR)

Liontown Resources is an Australia-based battery metals exploration and development company. The Company discovers, develops and supplies battery minerals required by the electric vehicle and energy storage industries.

Strike Energy (STX)

Strike Energy is an oil and gas exploration and development company. STX focuses on the development of unconventional and conventional development projects in Australia.

Technology, Media & Communications

Envirosuite (EVS)

Envirosuite is an Environmental Technology Company providing digital solutions to Airports, industrial, and Water Utility customers globally.

Hansen Technologies (HSN)

Hansen Technologies is a global provider of software and services to the energy, water and communications industries. With our award-winning software suite, we help more than 600 customers in over 80 countries to create and deliver new products and services, engage with customers, and control and manage critical revenue management and customer support processes.

HT&E (HT1)

HT&E is a media and entertainment company with business in Australia, New Zealand, and Hong Kong. The company has three reportable segments namely Australian Radio Network, HK Outdoor and Investments.

Janison Education Group (JAN)

Janison Education Group (formerly HJB Corporation Limited) operates in the online enterprise learning and digital assessment segments of the education technology sector.

Macquarie Telecom Group (MAQ)

Macquirie Telecom Group is Australia's data centre, cloud, cyber security and telecom company for mid to large business and government customers.

Netwealth Group (NWL)

Netwealth Group is to provide Financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration service.

NextDC (NXT)

NEXTDC is involved in the development and operation of independent data centres in Australia. They focus on providing scalable, on- demand services to support outsourced data centre infrastructure and cloud connectivity for enterprises of all sizes.

oOh!Media (OML)

oOh!media is a pioneering media company changing the face of the Out of Home industry in Australia and New Zealand.

Praemium (PPS)

Praemium, together with its subsidiaries, provides managed accounts platform, investment management, portfolio administration, and reporting and financial planning software in Australia and internationally.

Readytech Holdings (RDY)

ReadyTech Holdings is a provider of mission-critical SaaS for the education, workforce management, government and justice sectors. They operates in people management systems from students and apprentices to payroll, employment services, and community engagement.

Siteminder (SDR)

SiteMinder, an ASX-listed company, is the world's leading open hotel commerce platform, ranked among technology pioneers for opening up every hotel's access to online commerce.

Smartpay Holdings (SMP)

Smartpay Holdings is the listed Company trading as Smartpay (“NZX:SPY, ASX:SMP”). Smartpay is Australia and New Zealand’s largest independent full-service EFTPOS provider. They service over 30,000 merchants with approximately 40,000 secure and feature-rich EFTPOS terminals. In New Zealand, they are the largest direct connector of EFTPOS terminals to Paymark, the central electronic payment processing platform. They have long standing relationships with their bank partners ranging from terminal supply to fully outsourced service offerings.

Superloop (SLC)

Superloop is an independent provider of connectivity services designing, constructing, and operating networks throughout the Asia Pacific metro region. SLC invests in fibre optic telecommunications infrastructure between locations of high interconnection density within markets experiencing growth in interconnectivity.

WiseTech Global (WTC)

WiseTech Global 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.

Consumer Discretionary

Arvida Group (NZE:ARV)

Arvida Group offers retirement living accommodation and aged care services to approximately 6,750 residents. It operates approximately across 35 locations nationally, and two sites for future development. It has approximately 763 hospitals, 545 rest homes and 236 dementia care.

Comvita (NZE:CVT)

Comvita is engaged in the manufacturing and marketing of natural health products, apiary ownership and management. The Company has five segments: Greater China, Australia and New Zealand (ANZ), Rest of Asia, North America, and Europe, Middle East and Africa (EMEA)

Food and Agriculture

Rural Funds Group (ASX:RFF)

RFM is the manager and responsible entity of RFF. RFF owns a diversified portfolio of Australian agricultural assets in five core sectors which are predominantly leased to corporate agricultural operators. RFM seeks to generate earnings and income growth through productivity improvements and conversion of assets to higher and better use. Distribution growth of 4% per annum is targeted.

Select Harvests (ASX:SHV)

Select Harvests was involved in the growing, processing, packaging and sale of almonds and its by-products from company owned and leased almond orchards and processing, packaging, marketing and distribution of edible nuts, dried fruits, seeds, muesli and a range of natural health foods.

General Industrials

Auckland International Airport (NZE:AIA)

Auckland International Airport Limited is a New Zealand-owned publicly listed company that derives its revenue from aeronautical infrastructure and non-aeronautical activities such as transport, road, retail, and property. The company employs approximately 470 people and is administered by its head office in Manukau, New Zealand. Auckland International Airport Limited is listed on the Australian Securities Exchange and New Zealand Stock Exchange under the code AIA.

Graincorp (ASX:GNC)

Graincorp are the leading Australian agribusiness and processing company that has partnered with growers and producers for more than 100 years, to connect them with domestic and international customers.

Restaurant Brands New Zealand (NZE:RBD)

Restaurant Brands New Zealand is engaged in the operation of quick service and takeaway restaurant concepts in New Zealand, Australia, California, and Hawaii, including Saipan and Guam.

Summerset Group Holdings (NZE:SUM)

Summerset Group Holdings operates retirement villages in New Zealand. The company receives a majority of its revenue from the New Zealand Ministry of Health, which subsidizes fees for eligible aged-care residents. Its revenue is primarily derived from care fees and village services income.

Tourism Holdings (NZE:THL)

Tourism Holdings is a global tourism operator. The Company is engaged in the manufacture, rental and sale of motorhomes and other tourism related activities.

Healthcare and Life Sciences

Aroa Biosurgery (ASX:ARX)

Aroa Biosurgery is a soft tissue regeneration company focused on improving the rate and quality of healing in complex wounds and soft tissue reconstruction.

Fisher & Paykel Healthcare Corporation (NZE:FPH)

Fisher & Paykel Healthcare Corporation is a manufacturer, designer and marketer of products and systems for use in respiratory care, acute care, and the treatment of obstructive sleep apnea. Based in New Zealand, their products and systems are sold in around 120 countries worldwide.

Volpara Health Technologies (ASX:VHT)

Volpara Health Technologies, an ASX-listed company, is a MedTech SaaS company and is a provider of breast imaging analytics and analysis products that improve clinical decision-making and the early detection of breast cancer.

Resources

Contact Energy (NZE:CEN)

Contact Energy generates and sells electricity and natural gas in New Zealand. The company operates through two segments, Wholesale and Retail. The Wholesale segment sells electricity to the wholesale electricity market, and commercial and industrial customers.

Fletcher Building (NZE:FBU)

Fletcher Building is primarily involved in the manufacturing and distribution of building materials, and residential and commercial construction. Its segments include Building Products, Distribution, Concrete, Residential and Development, Construction and Australia.

Meridian Energy (NZE:MEL)

Meridian Energy is a New Zealand-based company. The Company is engaged in the business of generation, trading and retailing of electricity, and the sale of complementary products and services. The Company operates through three segments: Wholesale, Retail and International.

Technology, Media & Communications

Channel Infrastructure NZ (NZE:CHI)

Channel Infrastructure NZ formerly The New Zealand Refining Company Limited, is a New Zealand-based fuel infrastructure company. The Company delivers fuel to the Northland and Auckland markets. The Company utilises its strategic infrastructure located at Marsden Point to import refined fuels, owned by its customers, and distribute this to New Zealand.

Chorus (NZE:CNU)

Chorus maintains and builds a network made up of fiber and copper cables, local telephone exchanges and cabinets. Its product portfolio encompasses a range of wholesale broadband, data, and voice services across a mix of regulated and commercial products

Hub24 (ASX: HUB)

Hub24 develops and operates HUB24 and Xplore Wealth that are investment and superannuation platforms; and portfolio administration and reporting services for financial advisers, stockbrokers, accountants and their clients, and direct consumers.

Serko (NZE:SKO)

Serko provides online business travel booking software solutions. It offers Zeno, a travel management application, which uses intelligent technology, predictive workflows and a global travel marketplace to transform business travel across the entire journey.