Newsletter – February 2023

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

Our theme this month is diversification. Diversifying investments can mitigate risk by balancing the ups and downs of individual shares, and individual countries to reduce their impact on your entire portfolio. A diversified portfolio is more resilient because it’s designed to capture growth while providing relative security during market downturns.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

Recent Bank Failures: Looking through the headlines to find perspective.

This issue covers the importance of being invested, through the highs and lows, over the longer term.

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.