It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.
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Newsletter – June 2024
This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.
Newsletter – March 2025
This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.
Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.
Newsletter – September 2025
This month our theme is discussing the surge in artificial intelligence (AI) investment and how this has contributed to robust returns in global equity markets.
Newsletter – February 2024
This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.
Newsletter – November 2021
Introducing the Booster Innovation Fund, an exciting Fund, harnessing innovative research and IP development happening right here in New Zealand.
