Insights, News and Press

The latest news and insights from our leading investment team.

Letter to Investors Letter to Investors Investment Strategy Investment Strategy Podcasts Podcasts Stock in Focus Stock in Focus Press Press Fund Update Fund Update

Reporting Season Recap – August 2026

Stock in Focus • 11 mins read

Letter to Investors – August 2026

Letter to Investors • 8 mins read

Letter to Investors – July 2026

Letter to Investors • 10 mins read

FY26 Final Distributions

Fund Update • 7 mins read

Stocks in Focus – 2 Winners & 1 Loser for FY26

Stock in Focus • 9 mins read

Letter to Investors – June 2026

Letter to Investors • 13 mins read

Letter to Investors – May 2026

Letter to Investors • 15 mins read

Stock in Focus – Service Stream (ASX: SSM)

Stock in Focus • 9 mins read

FY26 Distribution Estimates

Fund Update • 12 mins read

Letter to Investors – April 2026

Letter to Investors • 11 mins read

Stock in Focus – Marex (NASDAQ: MRX)

Stock in Focus • 8 mins read

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