Letter to Investors – August
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September 10, 2021
In our August Letter to Investors we take a look at the recent Australian reporting season and examine the four key themes that emerged, as well as asking is this “As Good as It Gets?” this market cycle.
By Andrew Mitchell & Steven Ng Co-founders and Senior Portfolio Managers
6 lessons from our wild, 50-bagger Afterpay ride
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September 10, 2021
In our Investment Strategy Note Andrew Mitchell takes a look back at our wild Afterpay ride from the very beginning and outline our six key lessons from our journey with this 50-bagger.
Letter to Investors – July
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August 11, 2021
In our July 2021 Letter to Investors we share with you some of the most frequently asked questions (and our answers) from conversations we have had with our fellow investors recently.
Is your fund manager skilful or just lucky?
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August 11, 2021
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.