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ABOUT US
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Sam Mackay -
Principal Adviser
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Will Mackay -
Principal Adviser
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Richard Grimshaw -
Financial Adviser
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Global perspectives from
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Principal Advisers
Quarterly Investment Report
Quarterly Investment Report – October 2021
Welcome to the October 2021 edition of our Quarterly Investment Report. This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
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Reporting Season
ASX Reporting Season Wrap
This year’s reporting season revealed a strong rebound to earnings and dividends in the face of a delta variant that has temporarily delayed but not derailed the outlook.
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Market Update
Market Update – September 2021
We have seen an increase in market volatility this week, driven by uncertainty over Chinese property and U.S. central bank policy changes.
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Quarterly Investment Report
Quarterly Investment Report – July 2021
Welcome to the July 2021 edition of our Quarterly Investment Report. This report is a compilation of the latest insights and expertise from our Independent Advisory Board.
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Fund Manager Update
Fund Manager Update – Partners Group Global Value Fund
Below is a recording of our recent webinar with Partners Group, a global private investment manager. Since 1994, the swiss based firm has invested over USD 150 billion in private equity, private real estate, private debt and private infrastructure on behalf of clients.
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