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Letter to Investors – May

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Letter to Investors – April

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Letter to Investors – March

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Letter to Investors – February

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Letter to Investors – January

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Letter to Investors – November

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Letter to Investors – October

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Letter to Investors – September

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Letter to Investors – August

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Letter to Investors – July

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Letter to Investors – June

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Letter to Investors – May

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Letter to Investors – April

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Letter to Investors – March

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Letter to Investors – February

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Letter to Investors – January

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Letter to Investors – November

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Letter to Investors – October

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Letter to Investors – September

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Letter to Investors – August

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Letter to Investors – July

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Letter to Investors – June

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Letter to Investors – May

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Letter to Investors – April

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Letter to Investors – March

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Letter to Investors – February

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Letter to Investors – January

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Letter to Investors – November

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Letter to Investors – October

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Letter to Investors – September

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Letter to Investors – August

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Letter to Investors – July

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Letter to Investors – June

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Letter to Investors – May

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Letter to Investors – April

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Letter to Investors – March

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Letter to Investors – February

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Letter to Investors – January

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Letter to Investors – December

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Letter to Investors – November

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Letter to Investors – October

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Letter to Investors – September

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Letter to Investors – August

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Letter to Investors – July

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Letter to Investors – June

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Letter to Investors – May

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Letter to Investors – April

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Letter to Investors – March

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Letter to Investors – February

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Letter to Investors – January

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Letter to Investors – December

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Letter to Investors – November

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Letter to Investors – October

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Letter to Investors – September

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Letter to Investors – August

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Letters to Investors – July

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Letters to Investors – June 2019

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Balancing the defensive and growth mix

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The four reasons we would sell a company

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Disruption in the global plumbing industry

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Australian equity markets embrace the global rally in risk assets

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Letters to Investors – February 2019

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Letters to Investors – January 2019

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Letters to Investors – November 2018

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