Newsletter – February 2022

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.

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.

Introducing our new Active Global manager, Intermede, and a taste of some of their investments.

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.

This month our theme is why things still feel sluggish despite indicators suggesting that the NZ economy is entering the early stages of recovery.