Newsletter – September 2022

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

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

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.

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

This month we take a deep look at SRI vs ESG investing. A growing number of investors want to encourage companies to act responsibly in addition to delivering financial returns. ESG and SRI are often used interchangeably, but have important differences.