CIO Insights: Disruption and Transition in the Cycle

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

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July 25th, 2022
 

CIO Insights: The Changing World Order

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

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June 24th, 2022
 

CIO Insights: Times are a-changin'

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

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May 24th, 2022
 

CIO Insights: Volatility is the price of admission

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.

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April 29th, 2022
 

CIO Insights: Transparency

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

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March 25th, 2022
 

CIO Insights: The World Has Changed

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.

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March 18th, 2022
 

CIO Insights: Dividend and Donation

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.

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February 25th, 2022
 

CIO Insights: It’s a marathon, not a sprint II

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.

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February 18th, 2022
 

CIO Insights: It’s a marathon, not a sprint.

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.

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January 28th, 2022
 

CIO Insights: A bumpy start to 2022

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

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January 21st, 2022
 

CIO Insights - 13 December

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.

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December 13th, 2021
 

CIO Insights - 22 November

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. 

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November 22nd, 2021
 

CIO Insights - 15 November

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.

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November 15th, 2021
 

CIO Insights - 25 October

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.

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October 25th, 2021
 

CIO Insights - 18 October

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.

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October 18th, 2021
 

CIO Insights - 27 September

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.

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September 27th, 2021
 

CIO Insights - 20 September

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

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September 20th, 2021
 

CIO Insights - 30 August

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

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August 30th, 2021
 

CIO Insights - 23 Aug

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.

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August 23rd, 2021
 

CIO Insights - 16 August

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.

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August 16th, 2021
 

CIO Insights - 26 July

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

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July 26th, 2021
 

CIO Insights - 19 July

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. 

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July 19th, 2021
 

What does NTA mean, and what's the difference between the 3 numbers?

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

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May 18th, 2020