2 Top ASX Opportunities to Watch Closely for May 2025

April 29, 2025 03:07 PM AEST | By Team Kalkine Media

2 Top ASX Opportunities to Watch Closely for May 2025 — Image source: Shutterstock

Pinnacle Investment Management Group (ASX:PNI)

Pinnacle Investment Management Group (PNI) specializes in partnering with boutique fund managers, supporting their growth by offering a wide array of services such as compliance, administration, distribution, and client support. This unique model allows its affiliate managers to focus entirely on delivering investment excellence.

Recent market volatility has impacted Pinnacle’s funds under management (FUM) and subsequently its share price, which has fallen by approximately 32% since 5 February 2025. Despite the pressure, the company’s fundamentals remain strong. Its diverse group of affiliates has consistently demonstrated an ability to outperform market benchmarks, generating additional performance-based revenue.

Looking ahead, Pinnacle is positioned for continued growth. Expansion into emerging asset classes like private equity, private credit, and public credit offers new avenues for increasing FUM. The current market environment provides a compelling chance to tap into this business at a potentially undervalued point.

VanEck Morningstar Wide Moat ETF (ASX:MOAT)

For those seeking exposure to high-quality US companies, the VanEck Morningstar Wide Moat ETF (MOAT) presents a unique approach. The fund exclusively invests in US businesses identified by Morningstar as having durable competitive advantages – referred to as wide economic moats. These companies are expected to sustain strong profitability well into the future.

Recent economic concerns in the US have weighed on the ETF’s performance, but its focus on quality offers resilience. Key holdings such as Huntington Ingalls Industries, Boeing, Allegion, and Corteva represent businesses with significant market leadership and pricing power.

Importantly, the ETF only adds companies when they are trading at discounts to their fair value estimates, ensuring a disciplined approach to valuation. With top-tier companies at attractive prices, the VanEck Morningstar Wide Moat ETF provides a strategic way to gain access to American growth potential without overpaying.

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