News & Insights

Letter to Investors – August
September 4, 2020

In our August 2020 letter to investors we review how narrow the recent market rally has been as well as delve into a better than expected Australian reporting season, though note much uncertainty remains.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

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Too big to perform? – The importance of limiting capacity
September 4, 2020

In our Investment Strategy Note we discuss a topic close to our heart – why staying small provides a massive advantage for a fund manager.

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Letter to Investors – July
August 10, 2020

In our July 2020 letter to investors we review longer term performance and some key market themes that caught our eye, including a drop in volatility.

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Share market entry – dip your toe, or go in all at once?
August 10, 2020

In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.

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