Newsletter – January 2024

This issue covers broadening Booster’s direct investments in attractive, unlisted NZ assets – FleetPartners.

The benefits of adding unlisted investments (investments that aren’t listed on publicly traded exchanges) to your portfolio. When selected appropriately, these investments tend to offer attractive returns relative to the risks involved and help support the growth of NZ businesses.

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.

This month we lift the lid on shareholder voting. Our aim is to ensure that the companies that you are invested in are well-governed, responsible corporate citizens, and acting in your best interests.

This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.

This month we check in on the NZ Economy and the role of GDP as an indicator of growth.