News & Insights

Letter to Investors – December
January 13, 2020

In our December 2019 letter to investors we discuss why markets have performed so well over 2019 and whether those tailwinds will continue.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

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Measuring performance: Money vs Time weighted returns and why they should matter to you
January 13, 2020

We review two core ways to measure investment performance, and why understanding them can have an impact on your investment behaviour.

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Letter to Investors – November
December 11, 2019

In our November 2019 Letter to Investors we review how many major sharemarkets are on track to post their highest calendar year returns since the GFC despite global economic growth slowing to post GCF lows. We also announce a change we are making to how we present the performance of our funds.

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The perils of timing the market
December 11, 2019

With this current bull market in equities now more than 10 years old it is not surprising that some voices are suggesting that investors would be wise to take profits before prices turn downwards. We review the evidence for market timing and why a strategy for staying invested is generally the best.

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