Company Equity Story Group Ltd

Equities

EQS

AU0000208654

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Company contact information

Sector

Sales per Business

Sector Wealth Management

Market Closed - Australian S.E. Other stock markets 08:45:06 2024-05-14 pm EDT			5-day change	1st Jan Change
0.032 ^AUD	+3.23%		0.00%	-13.51%

May. 03	10,000,000 Options of Equity Story Group Ltd are subject to a Lock-Up Agreement Ending on 3-MAY-2024.	CI
May. 03	66,378,668 Ordinary Shares of Equity Story Group Ltd are subject to a Lock-Up Agreement Ending on 3-MAY-2024.	CI

Equity Story Group Ltd is an Australian investor media company. The Company is engaged in providing stock market trading advice, research, investor education, fund management, and capital markets services. It operates in two segments: Equity Story Pty Ltd and Equity Story Fund Pty Ltd. Its subscribers pay annual membership fees for written content and podcast-based equities market advice and commentary through several subscription packages, as well as regular paid live and digital investor education courses. The Company offers other adjacent financial services to its members, including member access to corporate investment opportunities, funds management and additional financial services and content. Its investing reports and services includes Trending, 3 Year Growth, 1 Year Growth, Portfolios, Contrarian, Dividends, Small Cap Gems, and US stocks.

AUD in Million	2022	Weight	2023	Weight	Delta
Equity Story Pty Ltd 70.4 %	1	91.6 %	1	70.4 %	-3.16%
Unallocated 22.7 %	0	0.0 %	0	22.7 %	-
Equity Story Fund Pty Limited 4.8 %	0	17.6 %	0	4.8 %	-65.82%
Elimination 2.0 %	0	-9.3 %	0	2.0 %	-127.71%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	1	100.0 %	1	100.0 %	+25.91%

Managers	Title	Age	Since
Robert Corlett CEO	Chief Executive Officer	-	Dec. 13
David John Tildesley FOU	Founder	-	-
Peter Kopetz PRN	Corporate Officer/Principal	-	-
Elissa Hansen SEC	Corporate Secretary	51	-

Members of the board	Title	Age	Since
Reccared Fertig CHM	Chairman	61	23-09-19
Mark Goes BRD	Director/Board Member	-	-
David John Tildesley FOU	Founder	-	-

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	108,993,464	29,889,255 ( 27.42 %)	0	27.42 %

Equity Story Group Ltd.

The Barracks Precinct 44 North Fort Road

2095, Manly

http://equitystory.com.au

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Wealth Management

	1st Jan change	Capi.
EQUITY STORY GROUP LTD	-13.51%	2.33M
SEI INVESTMENTS COMPANY	+6.91%	8.98B
ST. JAMES'S PLACE PLC	-30.16%	3.33B
360 ONE WAM LIMITED	+10.95%	3.29B
ASSETMARK FINANCIAL HOLDINGS, INC.	+13.22%	2.53B
STEPSTONE GROUP LP	+17.06%	2.46B
HIGHEST PERFORMANCES HOLDINGS INC.	+45.54%	2.22B
VAN LANSCHOT KEMPEN N.V	+42.98%	1.84B
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	+28.87%	1.74B
UTI ASSET MANAGEMENT COMPANY LIMITED	+6.10%	1.39B

Wealth Management