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.
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Newsletter – March 2023
Recent Bank Failures: Looking through the headlines to find perspective.

Newsletter – February 2025
This month we discuss currency – the opportunities a weaker New Zealand dollar creates for your investments and how we cushion against currency volatility.

Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

Newsletter – June 2022
This issue covers built-in ‘shock absorbers’ within your portfolio to cushion the effect of market volatility.

Newsletter – September 2024
Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

Newsletter – August 2023
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.