Performance Reports
All of our clients have website access to see the stocks and bonds that they own, the reasons for owning them and a full history of performance.
In addition, we write a performance report each month to go through any changes to our positioning. See below for recent reports:
Our pitch to investors has been that by investing in a mix of quality and value stocks that you can avoid
Given the events of the last week, it feels like performance for January is largely irrelevant. The headline is that
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
One of our core investment themes is that international stocks are the best asset class for Australian investors at this
During September the mix of the falling Australian dollar and increasing international equities saw all of our portfolios again outperform
