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The latest announcement is out from Fat Prophets Global Contrarian Fund Ltd. ( (AU:FPC) ).
Fat Prophets Global Contrarian Fund reported a strong uplift in its net tangible asset backing in December 2025, with pre-tax NTA rising from $1.8907 to $1.9461, and further to an estimated $2.0073 by 7 January 2026, capping the strongest annual NTA expansion in the fund’s history. Performance was driven by surging precious metals, supported by supply deficits and low inventories, alongside gains from PGM miners and positions in Japanese financials that benefited from Bank of Japan policy normalisation and a steeper domestic yield curve. The manager also selectively increased holdings in James Hardie, BYD, Baidu, GDS and Grab during market weakness, reflecting confidence in a potential US housing upcycle, global EV growth and depressed China tech valuations, and maintains a constructive outlook for 2026 on the back of easing global monetary conditions, expected US dollar softness and ongoing supply constraints in precious metals, while highlighting continued opportunity for active contrarian positioning, particularly in Asia and China.
The most recent analyst rating on (AU:FPC) stock is a Hold with a A$1.50 price target. To see the full list of analyst forecasts on Fat Prophets Global Contrarian Fund Ltd. stock, see the AU:FPC Stock Forecast page.
More about Fat Prophets Global Contrarian Fund Ltd.
Fat Prophets Global Contrarian Fund Ltd. is an ASX-listed global investment fund that pursues a contrarian strategy, allocating capital across precious metals, global equities and financials, with notable exposure to Japanese banks, China technology, EV supply chains and selected cyclical and housing-related names such as James Hardie. The fund focuses on exploiting macro themes, currency moves and valuation dislocations in developed and emerging markets to generate net tangible asset growth for its shareholders.
Average Trading Volume: 26,732
Technical Sentiment Signal: Buy
Find detailed analytics on FPC stock on TipRanks’ Stock Analysis page.