Letter to Investors – August
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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
Too big to perform? – The importance of limiting capacity
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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.
Letter to Investors – July
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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.
Share market entry – dip your toe, or go in all at once?
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August 10, 2020
In our Investment Strategy Note we discuss the pros and cons of single or staged entry into share markets.