Update from the CIO

JB Hi-Fi was up 10% on the back of positive commentary during their AGM, and including dividends paid has now provided us with a return of 64% in 11 months! Remember that this was one of the most heavily shorted stocks in 2018.

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October 28th, 2019
 

Update from the CIO

Nothing new to report this week. The US reporting season starts up again later this week though, and will go for about 3 weeks, so we expect some news on how some of our stocks are performing financially.

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October 15th, 2019
 

Update from the CIO

Yesterday we reported an NTA of $3.01, up from $3.00 last week. The share price is trading just below $3.00 this morning. A pretty quiet week for our portfolio.

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October 8th, 2019