Newsletter – February 2023

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

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

Our theme this month is Californian based Fisher Investments. As one of our specialist international investment managers, Fisher Investments play an important role in many of our funds, complementing our broader global equity exposures.

This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.

This issue covers broadening Booster’s direct investments in attractive, unlisted NZ assets – FleetPartners.

This month our theme is making sense of the “Liberation Day” tariffs, how these events unfolded and what this means for your investments.