Jargon free investment insights from our Chief Investment Officer. Today's update looks at disruption and transition in the market cycle.

Jargon free insights from our Chief Investment Officer. Today Rory shares some great insights from Ray Dalio, previous conference keynote speaker.

Jargon free insights from our Chief Investment Officer. Today's update looks at the changing political and economic landscape.

Jargon free insights from our Chief Investment Officer. Today's update takes a look at volatility and the current 'macro anxiety' being felt by investors.

Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.

Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.

Jargon free insights from our Chief Investment Officer. This week we are pleased to announce a 13.5c/share fully franked dividend and our latest 6-monthly donation.

Jargon free insights from our Chief Investment Officer. This week Rory looks at how, through volatile times, quality companies have a way of rising to the top.

Jargon free insights from our Chief Investment Officer. In today's update, Rory writes about our core portfolio which represents 65% of our invested capital.

Jargon free insights from our Chief Investment Officer. In today's update, Rory explains the bumpy start to 2022.

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the annual conference and provides a summary of the conference portfolio.

Jargon free insights from our Chief Investment Officer. In today's update, Rory reviews how the portfolio is constructed and the benefits of the multi-year investment horizon of our Core Portfolio. 

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the 2020 conference portfolio performance and looks forward to upcoming 2021 virtual event.

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses this year's Sohn Hearts & Minds Conference and returning Conference Manager, Beeneet Kothari.

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the launch of the annual Sohn Hearts & Minds Conference, headlined by Charlie Munger, Vice Chairman of Berkshire Hathaway.

Jargon free insights from our Chief Investment Officer. In today's update Rory shares just how integral our core fund managers are and introduces two new beneficiaries.

Jargon free insights from our Chief Investment Officer. In today's update Rory explains how we manage our Conference Portfolio. 

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the HM1 Annual Report and key portfolio holdings. 

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the ongoing uncertainty in China and how Conference recommendation Treasury Wines has faired.

Jargon free insights from our Chief Investment Officer. In today's update Rory discusses the changing investment landscape in China and shares an update from the Black Dog Institute.

Jargon free insights from our Chief Investment Officer. In today's update Rory shares key takeaways from Magellan's Annual Letter to investors.

Jargon free insights from our Chief Investment Officer. In today's update Rory explains why our fund manager's stop loss policies are our stop loss policy. 

We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.