Latest monthly commentary
Global equity markets rose +2.3% in May, led by the UK (+4.4%), Emerging Markets (+3.0%) and Japan (+2.4%), while closer to home markets were more subdued with the local NZX50 rising +0.5% and Australia's All Ordinaries falling -2.6%, largely on the back of weakness in the financial sector (-10% see below).
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.