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Ausbil Investment Management LTD
Ausbil Investment Management Limited is a leading Australian investment manager specializing in Australian and global equities. Founded in 1997 and headquartered in Sydney, it manages investment portfolios for major superannuation funds, institutional investors, master trusts, and retail clients. The firm is jointly owned by its employees and New York Life Investment Management. As of 2025, it employs approximately 73 people and is recognized for its sustainability and ESG-focused investment approach.
Investment Strategy
Ausbil pursues active management with the aim of delivering alpha—outperformance—across Australian and global equities. Its strategy includes disciplined fundamental analysis, deep research into company prospects, and integration of ESG (environmental, social, governance) factors. Ausbil believes companies with strong ESG practices tend to outperform, driving sustainability and growth in earnings, which ultimately leads to higher valuations. The firm offers multi-asset diversified funds and leverages its expertise for large institutional, superannuation, and retail investors.
Latest 13F Filing Activity
Ausbil Investment Management LTD filed their most recent 13F report on Sep 30, 2025 disclosing 71 equity positions with a total 13F market value of $187M. The fund increased holdings in Nextera Energy Inc., Venture Global Inc., CSX Corp. among other positions. Ausbil Investment Management LTD reduced exposure to PPL Corp., Sba Communications Corp., Ameren Corp. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEE | NextEra Energy Inc | 5.89% | $11.0M | 140,270 | $74.76 | $75.49 | +$5.4M |
N NSC | Norfolk Southern Corp | 5.38% | $10.1M | 33,764 | $243.41 | $300.41 | +$1.4M |
C CSX | CSX Corp | 5.37% | $10.1M | 287,438 | $33.09 | $35.51 | +$2.8M |
L LNG | Cheniere Energy Inc | 4.11% | $7.7M | 33,220 | $181.93 | $234.98 | +$64.9K |
E ES | EverSource Energy | 3.91% | $7.3M | 102,288 | $64.14 | $71.14 | +$1.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager - Utilities, Global Listed Infrastructure | United States |
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