Insights

Strategy

February Strategy Update

Dear investors and well-wishers, We recorded a strategy update with topics and timestamps below, and are now accepting applications on a weekly basis.

October Strategy Update

Timestamps 1:00 – Our investment framework 2:30 – Why you can’t afford to ignore these companies 4:18 – Question 1: How high…

May 2020: Strategy update

May 2020: Strategy update

Dear investors and well-wishers, In April the fund advanced +24.9% taking us to -5.8% for the calendar year-to-date. Over that period the…

April 2020

April 2020

Dear investors and well-wishes, We finished March down 27.8%. This took us to -24% for the quarter and calendar year-to-date, vs -23%…

January 2018: Strategy, VIX and Samsung.

January 2018: Strategy, VIX and Samsung.

Dear investors, The fund returned +13.2% net of fees and costs in January, the S&P500 returned 5.6% and the ASX200 returned -0.5%. You will be pleased to know we moved net short at the end of the month. At the best of times, markets are two steps forward and one...