Stable AUM and Strong Performance Amid Volatile Markets
Navigator Global Investments Limited (ASX: NGI) reported a resilient operating performance in its December 2025 quarterly update. Ownership-adjusted assets under management remained steady at US$29.0 billion, reflecting a 7.0% increase over the past 12 months, with modest quarterly growth when excluding the divestment of Bardin Hill.
Performance across Partner Firms remained strong on both an absolute and relative basis, benefiting from heightened geopolitical and interest rate uncertainty. Lighthouse Partners delivered record AUM of US$17.3 billion, driven by robust investment returns, particularly within higher-fee direct hedge fund strategies that continue to operate above performance fee high-water marks. While NGI Strategic AUM declined following the Bardin Hill sale, underlying growth remained positive, supported by accelerating momentum in Private Markets, where AUM increased materially during the quarter. Management highlighted continued institutional and private wealth demand for alternative strategies, positioning the Group for sustained earnings momentum ahead of the interim results update.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Stable AUM and Strong Performance Amid Volatile Markets
Navigator Global Investments Limited (ASX: NGI) reported a resilient operating performance in its December 2025 quarterly update. Ownership-adjusted assets under management remained steady at US$29.0 billion, reflecting a 7.0% increase over the past 12 months, with modest quarterly growth when excluding the divestment of Bardin Hill.
Performance across Partner Firms remained strong on both an absolute and relative basis, benefiting from heightened geopolitical and interest rate uncertainty. Lighthouse Partners delivered record AUM of US$17.3 billion, driven by robust investment returns, particularly within higher-fee direct hedge fund strategies that continue to operate above performance fee high-water marks. While NGI Strategic AUM declined following the Bardin Hill sale, underlying growth remained positive, supported by accelerating momentum in Private Markets, where AUM increased materially during the quarter. Management highlighted continued institutional and private wealth demand for alternative strategies, positioning the Group for sustained earnings momentum ahead of the interim results update.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au