Monthly Investment Review December 2013

Wednesday, January 15 2014

This month we review the year that has been and outline what we are expecting for the new year. We also take some time to reflect on some of the key contributors and detractors to our strong outperformance this year.

Continue reading...

Monthly Investment Review November 2013

Friday, December 06 2013

In recent months the price of the market has reflected a fair to full valuation in relation to the level of earnings. In light of this, we focus this month on key developments that we expect will have a significant impact on the market. While also reviewing key companies/segments that we believe possess earnings opportunities. […]

Continue reading...

Debt Deal Completed

Friday, October 18 2013

A sigh of relief today as finally the debt deal has been completed – for the Australian market the main concern was the small probability of a very poor outcome. Seeing as this has been avoided, the overhang on the market has been pushed back again.

Continue reading...