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The ASX stock that Ausbil says has ‘material upside potential’

David Lloyd is betting on a housing recovery. He’s recently upped his holdings in Zip and Life360 and says Soul Patts has been flying under the radar.

Gus McCubbing

David Lloyd is portfolio manager at Ausbil’s $605 million Australian emerging leaders fund. The Sydney-based firm oversees $19.4 billion in assets.

Have there been many opportunities to invest amid all the geopolitical tariff-related uncertainty? Have you made any recent changes?

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Gus McCubbing is a markets reporter in the Melbourne newsroom. He was previously the Australian Financial Review’s Victorian political correspondent. Connect with Gus on Twitter. Email Gus at gus.mccubbing@afr.com

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    Original URL: https://www.afr.com/markets/equity-markets/the-asx-stock-that-ausbil-says-has-material-upside-potential-20250617-p5m88j