January 2022 Newsletter | CPD NOW AVAILABLE | In this newsletter we analyse two topics. First, we discuss investing in innovation and how disruption can impact capital markets. Secondly, we discuss our views on NZME (New Zealand Media and ... Read more
Fund Factsheet – November 2021
December 2021 Newsletter | The Fund Factsheet for November 2021 can be found here. ... Read more
Fund Factsheet – October 2021
November 2021 Newsletter | The Fund Factsheet for October 2021 can be found here. The Product Disclosure Statement (PDS) for the Fund was updated with effect from 1 November 2021. While the PDS should be read in full, key changes to note ... Read more
Does China’s Property Market Present Grand Risks?
October 2021 Newsletter | CPD NOW AVAILABLE | In this newsletter we analyse two topics. First, we consider the potential implications for the Australian and global economies associated with the possible collapse of Evergrande, China's second largest ... Read more
Fund Factsheet – August 2021
September 2021 Newsletter | The Fund Factsheet for August 2021 can be found here. ... Read more
Fund Factsheet – July 2021
August 2021 Newsletter | The Fund Factsheet for July 2021 can be found here. ... Read more
Adopting A Private Investment Mindset To Listed Markets
July 2021 Newsletter | CPD NOW AVAILABLE | In this newsletter we discuss our approach to adopting a private investment mindset to listed markets. We reflect on the pitfalls of liquidity and frequent pricing, the random walk of markets, the role of ... Read more