Newsletter – July 2022

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.

This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.

This month our theme this month is time in the market vs timing the market. Avoiding the perils of emotionally driven investment decisions, which can often lead to missed opportunities and lower overall returns.

This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.

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

This month we check in on the NZ Economy and the role of GDP as an indicator of growth.