Predicting rain doesn't count,
carrying an umbrella does

(Sir Winston Churchill)

Risk comes from not
knowing what you’re doing

(Warren Buffet)

Latest monthly commentary

September 2017 Newsletter

Global equities ended yet another strong month, up +2.3+ (+1.6% in NZD), taking their gains to +5.4% (+6.5%) for the quarter and +18.8% (+19.8%) for the year.

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Who we are

SCL outsources its back office administration to Custodial Services Limited, which provides custody, settlements, portfolio valuation, and reporting...

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How we operate

We manage each client’s portfolio to an “investment mandate” which is designed to meet each clients’ objectives. Investment mandates are reviewed annually...

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our investment beliefs

The reason many investors lose money in equities is because of their lack of knowledge about the businesses in which they invest
and their lack of experience in managing the inherent risk in equity markets.

Minimising losses is central to the effectiveness of compounding returns and wealth creation.

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Minimising losses is central to the effectiveness of compounding returns and wealth creation

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Our Office Location

Mezzanine Floor
19 Como St
Takapuna
Auckland
New Zealand