I would invest $5,000 in these ASX 300 shares in January

New year, fresh capital.

| More on:
A woman looks questioning as she puts a coin into a piggy bank.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • As 2026 begins, considering an investment in the ASX 300, particularly in sectors like travel and infrastructure, could set the stage for long-term financial security.
  • Flight Centre's ambition to dominate the corporate travel sector, bolstered by its extensive global reach, makes it a compelling choice for resilient growth amid the evolving travel landscape.
  • HMC Capital's prowess in executing complex transactions signals strong potential for capitalising on the growing demand for alternative assets in Australia. 

I think that the start of a new year is always a good time to take a step back and think about your investment portfolio.

If I had $5,000 to invest in January, these are five ASX 300 shares I'd be comfortable backing for the long term across travel, alternative assets, wealth platforms, software, and essential infrastructure.

Flight Centre Travel Group Ltd (ASX: FLT)

Flight Centre is one of the world's largest travel groups, with a global footprint spanning leisure and corporate travel across Australia and New Zealand, the Americas, EMEA, and Asia. What I think makes the investment case compelling heading into the new year is how clearly management has articulated its long-term ambition.

Under its Destination 2035 strategy, Flight Centre aims to become the world's largest and most successful corporate travel company, operating in more than 50 countries. Corporate travel is higher margin, more recurring, and structurally attractive compared to pure leisure travel. Combined with Flight Centre's scale, global reach, increased focus on the cruise market, and reinvestment culture, this creates a powerful long-term growth opportunity.

After several volatile years for the travel sector, I believe Flight Centre enters January as a business rebuilding from a position of strength rather than speculation.

HMC Capital Ltd (ASX: HMC)

HMC Capital is a diversified alternative asset manager with exposure to real estate, private equity, energy transition, digital infrastructure, and private credit. It manages approximately $18.7 billion for institutional, high-net-worth, and retail investors.

What differentiates HMC Capital is its ability to execute large, complex transactions, which is something few Australian managers can do consistently. This execution capability has underpinned its rapid funds under management growth and strong track record of generating outsized returns.

As demand for alternative assets continues to grow globally, I see HMC Capital as a business well-positioned to benefit from long-term structural trends rather than short-term market cycles.

SiteMinder Ltd (ASX: SDR)

SiteMinder provides mission-critical software to more than 50,000 hotels globally, helping them manage bookings, pricing, and distribution across millions of rooms. As travel continues to normalise and digitisation accelerates, I believe tools like SiteMinder's are becoming essential rather than optional.

While profitability is still maturing, the business has a strong balance sheet and a long runway for growth as it scales internationally. For January, I see SiteMinder as a higher-growth complement to more established names, one that could benefit meaningfully if its execution continues to improve.

HUB24 Ltd (ASX: HUB)

HUB24 is one of the ASX's standouts in wealth management. Its platform sits at the centre of the adviser–client relationship, benefiting from structural tailwinds such as an ageing population, increasing superannuation complexity, and growing demand for professional advice.

The key attraction for me is operating leverage. As funds under administration grow, revenue tends to scale faster than costs, allowing margins to expand over time. HUB24 has also built a broader ecosystem of complementary technology businesses, deepening adviser relationships, and increasing switching costs.

It's not cheap, but high-quality platforms rarely are. Pullbacks often create opportunities to accumulate businesses like this gradually.

Telstra Group Ltd (ASX: TLS)

Telstra plays an important role in Australia's digital infrastructure. Customer needs for connectivity are becoming increasingly sophisticated, with reliability, latency, security, and uplink capacity becoming increasingly critical across various segments.

The company is investing in what appears to be a multi-year digital infrastructure super cycle, driven by surging data demand and the rise of AI-enabled services. Telstra's ambition to be Australia's number one connectivity provider, and to move from selling bandwidth to selling value, positions it well for this shift.

While not a high-growth stock, Telstra offers stability, cash generation, and relevance in a future where everything depends on connectivity.

Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended HMC Capital, Hub24, and SiteMinder. The Motley Fool Australia has positions in and has recommended SiteMinder and Telstra Group. The Motley Fool Australia has recommended Flight Centre Travel Group, HMC Capital, and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Investing Strategies

A group of people in suits watch as a man puts his hand up to take the opportunity.
Blue Chip Shares

The ASX blue chip shares I'd trust with my money

Do you have money to invest? Here are three blue chips you can trust.

Read more »

Increasing stack of blue chips with a rising red arrow.
Blue Chip Shares

2 ASX blue-chip shares offering big dividend yields

I’m backing these two businesses as appealing dividend stocks.

Read more »

Scientist with headache, stress and fatigue with woman, overworked with overtime for science breakthrough. Medical research, scientific innovation and senior female, burnout and migraine in lab.
Cheap Shares

Are CSL shares still a bargain at $177?

After a sharp sell-off, expectations have reset. The key question is whether the business has truly changed.

Read more »

Green arrow going up on stock market chart, symbolising a rising share price.
Blue Chip Shares

3 ASX 200 shares this fund manager says are buys for 2026

These stocks could be the best blue-chips to own.

Read more »

A young man working from home sits at his home office desk holding a cup of tea and looking out the window
Small Cap Shares

This small cap ASX tech share could have 75% upside

Bell Potter is bullish on this small cap. Let's find out why.

Read more »

A happy, smiling man stretches out among yellow daisies in the green grass, dreaming of success.
Share Market News

How I'd invest monthly savings to generate over $50,000 passive income

This is how modest monthly investing could turn into serious passive income.

Read more »

Woman on a swing at a beach, symbolising passive income.
Dividend Investing

Passive income: How to earn safe dividends with just $20,000

The best dividend stocks tend to share these traits...

Read more »

Man flies flat above city skyline with rocket strapped to back
Growth Shares

2 ASX growth stocks set to skyrocket in the next 12 months

Analysts are predicting returns of 80% to 130% from these stocks.

Read more »