Our theme this month is the inflation taming efforts of the Reserve Bank of New Zealand and the link between inflation and interest rates.
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Newsletter – June 2024
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.

Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.

Newsletter – January 2022
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Newsletter – February 2024
This month we showcase NVIDIA, which has returned over 300% since it was added to our Californian global equity manager, Fisher’s portfolio, in July 2021.

Newsletter – August 2023
The Booster Wine Group, now the Tahi Fund’s largest investment, is an amalgamation of four prominent New Zealand wine companies spanning the Hawke’s Bay, Nelson, Marlborough, and Central Otago regions. This month we showcase the upgraded facility at the Awatere River Winery in Marlborough.