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Ausbil Investment Management Limited
Paul Xiradis · Asset Manager · Growth
Ausbil Investment Management Limited is a prominent Australian investment manager established in 1997, specializing in the management of active Australian and global equity portfolios. Headquartered in Sydney, the firm operates as a boutique investment house and is jointly owned by its employees and New York Life Investment Management. Ausbil's core focus is on delivering risk-controlled outperformance for a diverse client base, including major superannuation funds, institutional investors, and retail clients. The firm is known for its top-down, bottom-up research process, which identifies companies with strong earnings potential and positive earnings revisions. Over its history, Ausbil has expanded its product offerings to include small caps, global essential infrastructure, and ESG-integrated investment strategies, building a reputation for active management excellence and a commitment to corporate sustainability.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +5.5% |
| YTD return | +5.2% |
| Sharpe ratio | 3.80 |
| Win rate | 43% |
| AUM | $0.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ausbil.com.au/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ETR | Entergy Corporation | 8.6% | +0.2% |
| LNG | Cheniere Energy Inc | 8.6% | +11.4% |
| HTO | H2O America | 8.0% | +5.5% |
| CSX | CSX Corporation | 7.9% | +34.6% |
| NEE | Nextera Energy Inc | 6.8% | +1.0% |
| WMB | Williams Companies Inc | 6.0% | +8.0% |
| NSC | Norfolk Southern Corporation | 5.7% | +5.8% |
| MLI | Mueller Industries Inc | 5.2% | +2.2% |
| AMT | American Tower Corp | 4.7% | -1.4% |
| SSEZY | SSE PLC ADR | 4.7% | 0.0% |
| XEL | Xcel Energy Inc | 4.4% | -8.0% |
| ES | Eversource Energy | 4.2% | -4.0% |
| CCI | Crown Castle | 3.9% | -15.0% |
| NI | NiSource Inc | 3.9% | -6.6% |
| RIO | Rio Tinto ADR | 3.3% | +29.8% |
| FER | Ferrovial SE | 3.2% | -7.1% |
| OKE | ONEOK Inc | 2.8% | -2.1% |
| SRE | Sempra Energy | 2.8% | -11.7% |
| D | Dominion Energy Inc | 2.8% | -10.7% |
| ED | Consolidated Edison Inc | 2.6% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | OKE | 2.7% → 2.8% |
| Sep 7, 2026 | BUY | ES | 4.1% → 4.2% |
| Sep 7, 2026 | BUY | ED | 0.0% → 2.6% |
| Sep 7, 2026 | BUY | NSC | 5.7% → 5.7% |
| Sep 7, 2026 | SELL | CCI | 3.9% → 3.9% |
Investment Style Analysis
Ausbil Investment Management Limited is widely recognized for employing a Growth strategy. As of Sep 16, 2026, the firm oversees approximately $0.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Utilities - Regulated Electric and Oil & Gas Midstream sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Ausbil Investment Management Limited made a significant move by reducing the position in OKE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ausbil’s investment philosophy is based on the fundamental premise that stock prices ultimately follow earnings and earnings revisions. The firm believes that markets often overemphasize current conditions and fail to sufficiently account for future changes in a company's earnings profile. To capitalize on these inefficiencies, Ausbil employs a disciplined active management approach that integrates rigorous top-down macroeconomic research with intensive bottom-up fundamental stock analysis. This dual process is designed to identify sectors and individual stocks poised for positive earnings surprises while avoiding those likely to suffer negative revisions. Additionally, Ausbil considers ESG (Environmental, Social, and Governance) factors as a critical component of its research, viewing them as essential for identifying mispriced stocks and assessing the long-term sustainability of corporate earnings.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ausbil Investment Management Limited.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Ausbil Investment Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ausbil Investment Management Limited's largest holding?
As of the latest filing, Ausbil Investment Management Limited's top position is Entergy Corporation (ETR), representing 8.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ausbil Investment Management Limited's historical performance and risk profile?
Our simulation indicates a total return of +5.5% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.80, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ausbil Investment Management Limited primarily invest in?
Ausbil Investment Management Limited has a strong preference for the Utilities - Regulated Electric sector, which makes up 29.4% of their disclosed assets. The portfolio also has exposure to Oil & Gas Midstream, indicating a specific thematic focus.
Is Ausbil Investment Management Limited's portfolio concentrated or diversified?
Ausbil Investment Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ausbil Investment Management Limited performed in 2026?
Our AI-simulated model portfolio for Ausbil Investment Management Limited tracks a Year-to-Date (YTD) return of +5.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Xiradis manage Ausbil Investment Management Limited directly?
Yes, Paul Xiradis serves as the key portfolio manager for Ausbil Investment Management Limited, overseeing the investment strategy and final capital allocation decisions.