Listed Investment Companies & Trusts

2 June – 6 June 2025

Summary –

L1 Capital mulls its Plan B amid Platinum merger diligence. L1 Capital’s Mark Landau and Raphael Lamm aren’t leaving things to chance in their attempt to merge with the $326 million Platinum Asset Management, the rapidly shrinking pioneer of global equities investing in Australia. L1 on Thursday announced the purchase of a 16.85% stake in Platinum Capital Limited. That’s on top of L1’s circa 19.99% effective stake acquired from founder Kerr Neilson in Platinum Asset Management about five weeks ago alongside the merger.

Phil King and Geoff Wilson have both tried (and failed), and it won’t be surprising if the L1 duo test the same via their $1.76 billion L1 Long Short Fund. Basically, if you can’t – or don’t want to – buy the whole thing, why not just buy the best bits?

The second, and the more probable reason for L1’s shopping spree, would be that Landau and Lamm as battening down the hatches, closing off avenues for an interloper to storm in when it’s got Platinum on the table and ready to deal.

  • LICATs Weekly Summary

    NameCodeClosing PriceRunning Yield NTAPremium/(discount) to NTAMarket Capitalisation (millions)Average Daily ASX turnover (000s)
    Acorn Capital Investment FundACQ0.735#N/A1.10-0.3365.6456
    Glennon Small CompaniesGC10.4650.070.79-0.4122.4431
    Katana CapitalKAT1.20.021.34-0.1037.217
    KKR Credit Income FundKKC2.290.092.46-0.07738.60431
    MCP Income Opportunities TrustMOT2.020.082.15-0.06671.95397
    MCP Master TrustMXT2.050.082.010.022181.111087
    Perpetual Credit Income TrustPCI1.1950.081.110.08581.44505
    Qualitas Real Estate Income FundQRI1.620.081.610.01985.89283
    WAM Alternative AssetsWMA0.960.081.19-0.20188.33209

Closing price as at end of week.

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