Newsletter – May 2023

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

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.

This month we unpack what a tariff is, and some of the ways we manage portfolios during uncertain times like this.

It’s been an eventful start to the year. Tensions have been rising between Russia and Ukraine and central banks around the world are looking to increase interest rates.

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

Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.