Insights

Investor Updates

January 2022 Investment Update

January 2022 Investment Update

Dear investors and well wishers, The fund had a tough December down 12.4%, which also knocked our calendar 2021 number to -12% and net return since inception to 17% per annum. Our two-year return is +83% and our three-year return is +127%. I'll host an update next...

December 2021 Investment Update

December 2021 Investment Update

Dear investors and well-wishers, The fund declined -7.4% in November leaving us +9% net for the last twelve months and +22% net since inception. I will host a webinar this Wednesday at 10.30am Sydney time, please register here. There has been a sharp rotation out of...

November 2021 Investment Update

November 2021 Investment Update

  Dear investors and well-wishers, The fund advanced 1.3% net in October leaving the fund +47% net over the last 12 months. There has been continued performance from our top Australian picks Camplify...

October 2021 Investment Update

October 2021 Investment Update

https://www.youtube.com/watch?v=JMEizfVj-lk   Dear investors and well-wishers, The fund contracted 7.5% in September, leaving us at +7% for the calendar year-to-date and 26% net IRR since inception. The largest detractors of late have been our Asian positions,...

September 2021 Investment Update

September 2021 Investment Update

Dear investors and well-wishers, The fund returned 8.0% in August, putting us at 29% net IRR since inception. This year we are now +16% net for the calendar year-to-date, ahead of the MSCI World Total Return and ASX 200 Total Return, as well as growth peers, with...

August 2021 Investment Update

August 2021 Investment Update

Dear investors and well-wishers, The fund declined 7.4% in July, almost entirely due to our China/Asian positions, reducing our calendar year-to-date to +7.4%. We have returned 68% net over the last 12 months and our long term net IRR is 27% per annum. I'll host a...

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.