Newsletter – June 2023

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

This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.

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

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 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 is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.