Double down or dump? Here’s how fundies traded the earnings season

As the dust settles from the most volatile earnings seasons on record, fund managers have swooped on some of the ASX’s most beaten-up companies, such as Woolworths and CSL, after their results failed to meet the market’s already lofty expectations.

Stock pickers also ran out of patience with others and sold down stakes where management failed to convince them of a major acquisition or strategy shift, such as James Hardie and software giant Xero.

Source: https://www.afr.com/markets/equity-markets/double-down-or-dump-here-s-how-fundies-traded-the-earnings-season-20250902-p5mrob