Highlights
- NGI total firm-level AUM grows to USD80.8 billion
- Strategic partner firms post 1.8% AUM rise
- Stable performance from Lighthouse Partners despite net outflows
Navigator Global Investments (ASX:NGI) reported a steady uptick in assets under management (AUM) during the March 2025 quarter, signaling resilience in its global investment operations despite ongoing market turbulence.
The company’s own AUM saw a modest increase of 0.4%, reaching USD27.2 billion by the end of the quarter. On a broader level, NGI’s total firm-wide AUM climbed by 2.9% to USD80.8 billion, reflecting positive contributions across its portfolio of partner firms and investments.
A closer look at the performance of its affiliated entities reveals interesting dynamics. Lighthouse Partners, one of NGI’s major partners, reported stable AUM at USD16.0 billion. While the firm experienced net outflows of USD0.1 billion, its ability to maintain AUM levels is notable given the backdrop of higher market volatility and negative equity returns during the quarter. This suggests that investor confidence in Lighthouse’s strategies remained largely intact even amid challenging conditions.
Meanwhile, NGI’s strategic partner firms delivered a 1.8% increase in AUM over the same period. A key contributor to this growth was the acquisition of a strategic minority interest in 1315 Capital, a US-based private equity firm specializing in the healthcare sector. This move highlights NGI’s ongoing efforts to diversify and strengthen its investment reach, particularly in sectors with long-term growth potential.
The AUM performance across NGI’s network of partners reinforces its multi-affiliate model, which aims to provide stability through diversification. While the global markets continue to face volatility, the company’s investment approach—built around strategic partnerships and selective expansion—continues to support its growth trajectory.
Navigator Global Investments (NGI) remains focused on expanding its platform through partnerships that offer complementary capabilities and long-term value. The recent investment in 1315 Capital illustrates a broader strategy of aligning with firms that bring specialized expertise and attractive market positioning.
The March quarter update demonstrates that despite headwinds in the broader market, Navigator Global Investments (NGI) continues to navigate uncertainty with a balanced and growth-oriented approach.