Newsletter – March 2023

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

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

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

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

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