Insights

Investor Updates

July 2021 Investment Update

July 2021 Investment Update

Dear investors and well-wishers, The fund returned +14.3% net in June, bringing our calendar year-to-date performance to 16% and our FY2021 return to 93% net, and over 31% net annualised since inception. FY21 Review There were three key moments of FY21. The first was...

 June 2021 Investment Update

 June 2021 Investment Update

Dear investors and well-wishers, The fund contracted -4.0% in May taking us to +1.5% for the calendar year-to-date and a net IRR of 26% per annum. While we are well off our peak in February, we have had a strong start to June and are ahead of where we were at the...

May 2021 Investment Update

May 2021 Investment Update

Dear investors and well-wishers, The fund advanced +1.2% in April taking us to +5.7% net for the calendar year-to-date and a net IRR since inception of 29% per annum, and +75% net for the financial year-to-date.

March 2021 Investment Update

March 2021 Investment Update

Dear investors and well-wishers, The fund contracted -9.1% in March taking us to +4% net for calendar 2021, +74% net for the financial year-to-date and +188% net over the last 12 months.

February Investor Update

February Investor Update

Dear investors and well-wishers, The fund returned 12.1% in January, taking us to +110% net for the last 12 months and 86% net for the financial year-to-date.

2020: Truly a year to remember

2020: Truly a year to remember

Dear investors and well-wishers, Our fund returned 8.5% net in December. In 2020 we outperformed both the MSCI World Total Return and…

December Investment Update

Our fund advanced 24.8% net in November, taking us to +92% net for the calendar year-to-date. Since inception we have compounded at 28%…

November Investment Update

November Investment Update

Dear investors and well-wishers,  The fund advanced +1.4% in October, which compared well to the Nasdaq 100 which fell -3.2%. We are now…

October Investment Update

October Investment Update

Dear investors and well-wishers, The fund contracted -1.1% in September. The Nasdaq dropped -5.7% and the ASX200 Total Return dropped…