Introducing our new Active Global manager, Intermede, and a taste of some of their investments.
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Newsletter – October 2024
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.

Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.

Newsletter – November 2023
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.

Newsletter – September 2021
This issue uncovers what ‘responsible investing’ means following being recognised as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA).

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

Newsletter – May 2024
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.