The ASX share market is full of opportunities that we can buy to generate returns.

Yes, many investors may be drawn to names like BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA) and Woolworths Group Ltd (ASX: WOW). But these blue-chips are unlikely to keep growing quickly because of their size and how mature their markets already are.

The fund managers of listed investment company (LIC) WAM Active Ltd (ASX: WAA) have outlined two businesses that have promising outlooks.

WAM Active looks for mispriced ASX shares. Let’s look at two of the latest businesses that were highlighted within the portfolio.

Dxn Ltd (ASX: DXN)

The first company that Wilson Asset Management (WAM) talked about was DXN, a prefabricated data centre manufacturer and operator, scaled across the Asia-Pacific region.

WAM noted that the DXN share price increased in August after the company announced a $4.1 million contract with Melbourne Airport to design, manufacture and commission a prefabricated edge data centre facility.

The fund manager also noted that DXN’s FY26 result also highlighted a record order backlog of $40.9 million and growing demand for its artificial intelligence- ready modular data centre solutions.

DXN also secured its second AI high-performance computing contract, providing confidence in its growth outlook.

Overall, WAM believes that the ASX share is well-positioned to benefit from accelerating investment in AI infrastructure, supported by an expanding order book, increasing manufacturing capacity and a growing presence across the Asia Pacific region.

Cobre Ltd (ASX: CBE)

Cobre was the other ASX share that Wilson Asset Management mentioned from the WAM Active portfolio. WAM described Cobre as a global copper company focused on exploration and production in Chile’s Atacama region and Botswana’s Kalahari Copper Belt.

The fund manager noted that the Cobre share price rose strongly during the month after several positive corporate developments.

Pleasingly, the company was included in the MSCI Global Micro Cap Index, which is expected to enhance the ASX share’s profile among international investors and support broader institutional ownership. Its inclusion took effect on 1 September 2026.

On 10 August, Rothschild & Co was appointed as a strategic advisor to further develop the company’s capital markets positioning.

At the end of the month, Cobre also strengthened its position in the Sierra Atacama copper project by securing majority ownership and increasing its exposure to future production and cash flow.

Looking ahead, WAM continues to see value in Cobre, driven by its growing exposure to the Sierra Atacama copper project and multiple operational catalysts in the coming months.

Of course, these aren’t the only ASX shares out there that could be great buys today.

The post Fund managers: 2 exciting ASX shares that could be excellent buys appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The GQG Partners Inc (ASX: GQG) share price is in focus today after the fund manager reported total funds under management (FUM) of US$149.2 billion as at 31 August 2026, down from US$156.4 billion a month earlier. Over the month, net outflows totalled US$4.3 billion and the impact of investment performance was negative US$2.9 billion.

What did GQG Partners report?

• Total FUM at 31 August 2026: US$149.2 billion
• August 2026 net outflows: US$4.3 billion
• August 2026 investment performance: –US$2.9 billion
• Year-to-date (YTD) net outflows: US$23.9 billion
• YTD investment performance: +US$9.2 billion

What else do investors need to know?

GQG’s FUM declined on both a monthly and year-to-date basis, mainly driven by net outflows across all investment strategies. The international strategy was the largest segment, finishing August with US$68.6 billion in FUM after a combination of net outflows and negative investment returns.

While investment performance for August was negative, the year-to-date figure remains positive, suggesting that returns have added to FUM in the longer term. Notably, GQG Private Capital Solutions activity is not included in the reported figures.

What’s next for GQG Partners?

Investors can expect the next FUM update on 12 October 2026, with subsequent monthly updates following. Management will be looking to address ongoing net outflows and stabilise assets under management across their international, emerging markets, global, and US strategies.

GQG says these results reflect dynamic client flows and market conditions, and the group continues to prioritise long-term performance and client alignment.

GQG Partners share price snapshot

Over the past year, the GQG Partners shares have declined 29%, trailing the S&P/ASX 200 Index (ASX: XJO), which is flat over the same period.

View Original Announcement

The post GQG Partners shares in focus after August 2026 FUM update appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Companies that pay high dividend yields are great, but it’s also important to consider whether those dividends are sustainable.

Two of the companies I’m looking at today are infrastructure or infrastructure-like companies, typified by long contracts that provide income certainty.

That gives investors some certainty that the business, if managed well, can make long-term forecasts for its income and liabilities and, hopefully, keep its dividend payments steady.

Let’s look at the companies I’ve selected that currently pay solid dividends.

Aurizon Ltd (ASX: AZJ)

Rail operator Aurizon is currently paying a 6.18% dividend yield, 90% franked.

The company’s shares are also up about 18% over the past year, despite a recent dip after the announcement of its results.

After releasing its results, Aurizon announced a new $250 million share buyback, following a buyback completed during FY26.

The company grew EBITDA last financial year by 9% to $1.72 billion, and paid out 90% of its net profit as dividends.

Aurizon is expecting to pay 23 cents to 24 cents per share in dividends this year, which would be a 6.4% dividend yield at the current share price.

Atlas Arteria Ltd (ASX: ALX)

This toll road operator faced a takeover bid during the year, which contributed to the company posting a net loss. However, apart from that, the company described its performance as stable.

Brokers expect Atlas to maintain its distribution at 40 cents per share, in line with current-year guidance, which yields 8.7%.

The company itself said it will no longer provide guidance for dividend payments beyond a one year period.

The company added:

Going forward, we will continue to focus on optimising free cash flow to drive strong distributions. Distributions will align with free cash flow by maintaining the distribution policy to pay 90–110% of free cash flow on a full-year basis.

Regal Partners Ltd (ASX: RPL)

Financial services company Regal Partners is currently paying a very healthy dividend yield of 11.1%, after more than doubling its net profit over the past financial year.

The company’s Managing Director Brendan O’Connor said their balance sheet was “exceptionally strong”, with $290 million in capital on hand after the payment of the dividend, along with excess franking credits.

Mr O’Connor said at the time:

I also note the investment landscape continues to evolve rapidly, shaped by an artificial intelligence fuelled capital expenditure boom, shifting geopolitical dynamics, the proposed removal of the capital gains tax discount regime, and persistent inflation. Against this backdrop, we are seeing growing demand for income-oriented products and look forward to launching our Multi-Strategy Income Fund in September. More broadly, we believe our suite of alternative strategies is very well placed to meet client needs in this environment.

The post 3 ASX shares with dividend yields of between 6% and 11% appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.