In our December 2019 letter to investors we discuss why markets have performed so well over 2019 and whether those tailwinds will continue.
Continue reading »Letter to Investors – December
Monthly Archives: "January 2020"
Measuring performance: Money vs Time weighted returns and why they should matter to you
We review two core ways to measure investment performance, and why understanding them can have an impact on your investment behaviour.
Continue reading »Offshore exposure, the case for investing with a global view
We review the cases for allocating to Australian companies and international investing, highlighting the diversification benefits from having exposure to companies earning revenues offshore, be they listed domestically or overseas.
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