We are pleased to share the NAOS Quarterly Investment Report for Q1 FY27, which provides in-depth commentary on the current market and several core investments that had notable events during the quarter.
This report reflects on an eventful quarter centred on full-year reporting season, against a backdrop of a sharp rise in global bond yields and what that means for equity valuations and demand more broadly. It provides detailed commentary on several notable portfolio developments, including MaxiPARTS’ takeover approach from Ares Management and acquisition of Air Brake Systems, significant milestones at unlisted investment Firmus, and updates across Schoolblazer, MOVe Logistics and Wingara Ag.
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