Newsletter – March 2023

This issue covers investing in New Zealand Innovation Fund, three exciting recent additions to the fund Opum, Captivate Technology, and TamoRx.

The issue digs into what the Russian invasion means for investors.

This month our theme is ‘shock absorbers’, the strategies we employ to reduce the effects of market volatility on your investments.

Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

Our theme this month is Trump vs Harris – what the different parties are offering and how the US Presidential election may affect the markets.

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