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:
The market seems to be oscillating between value and growth months. In May it was the turn of value portfolios
April continued the March boom, with the US leading the way, buoyed by a swift vaccine roll-out and fiscal stimulus
March was a month for value stocks to shine. Global markets boomed, up 5% and Australian markets rose 2.4%. We
After a short-squeeze distraction in January, February saw the attention back on fundamentals: corporate earnings, economic data, and interest rates.
January saw equity markets take a breather after a strong rally into the end of the year. Equity markets were
