Newsletter – October 2021

Broadening Booster’s direct investments in attractive, unlisted NZ assets – Aotea Asset Management.

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.

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

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.

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.

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.