Newsletter – November 2024

This month’s theme is the benefits of active management. Active management allows us to manage specific risks, adjust to market conditions, and uncover hidden investment opportunities. Dutch company ASML has been an exciting recent success story.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

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

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.

This issue explains recency bias, a phenomenon whereby investors let short-term performance influence their decisions, and ways to counter this, instead seeing the silver lining in market volatility.

Widening Booster’s direct investments in attractive, unlisted NZ assets – helping local Iwi fund the purchase of 40 Wellington school properties.