Newsletter – October 2021

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

This month our theme is comparing the NZ and US stock markets, to highlight the benefits of diversification.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

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

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.

Recent Bank Failures: Looking through the headlines to find perspective.