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: 

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
November saw equity market returns surge on the back of US election result clarity and positive news from a trifecta
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International markets fell reflecting uncertainties of