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.
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 |