Newsletter – October 2021

This month we explore how US businesses have coped following President Trump’s ‘Liberation Day’ tariffs in April, and outline the state of the general US economy.

The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.

This month we take a look at what the NZ election campaign and eventual result could mean for different parts of the market, and why the impact may be more focused than the headlines suggest.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.