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.
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Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.

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

Newsletter – January 2024
Our theme this month is Albert Einstein’s Eighth Wonder of the World – The Power of Compounding.

Newsletter – July 2022
Introducing our new Australian Active manager, DNR Capital, and a taste of their investment philosophy.

Newsletter – October 2024
This month we showcase three companies within the Booster Innovation Fund – Mars Bioimaging, Hot Lime Labs and MACSO Technologies. These companies are prime examples of high-potential, early-stage investment built on NZ innovation.

Newsletter – October 2023
This issue covers what the results of the NZ general election and the conflict in the Middle East mean for investors.