Letter To Investors – August
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September 18, 2024
In this month’s Letter to Investors we take a look at the last 17 Fed rate-cutting cycles to understand the potential impact on share markets.
We also share the 4 reasons we own global publisher John Wiley and Sons (NYSE:WLY) in our global portfolios. Although the business was founded in 1807, we believe this is definitely a case of an old company that has some new tricks!
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
Is your fund manager skilful or just lucky?
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September 18, 2024
In our Investment Strategy Note we take a look at some of the key factors investors should consider when trying to disentangle the “skilled” equity funds from the “unskilled” equity funds.
Letter To Investors – July
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August 23, 2024
In this month’s Letter to Investors we share the three key reasons we own ASX-listed family safety company Life360 (ASX:360) and why we think it has the best chance of any ASX-listed company of being a ‘10 Bagger’ over the next 5-10 years.
Letter to Investors June
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July 24, 2024
During this month’s Letter to Investors we discuss what the US election might mean for the outlook for bonds and stocks. We also consider whether ‘immaculate disinflation’ is alive and well again in the US and is this the rocket small caps need?