News
A week on the ground in Hong Kong
Through no prescience (rather a lack thereof) on our part, members of the Avenir team spent all last week in Hong Kong. While our primary purpose for being there was to meet both companies we own as well as potential new investments (and...
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Retirement income review consultation paper - an overview and some initial...
The Retirement Income Review commissioned by the Government issued a consultation paper on 22 November 2019 and called for submissions by 3 February 2020. This article provides an overview of that consultation paper and makes some...
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Banks FY2019 - The Pain Goes On and On
The banking sector has underperformed the Australian market since 2015, and the results for the year to 30 September 2019 suggests that another year or two of underperformance is still to come.
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Retirement income policy - issues & background
This paper:
- Identifies two key issues that Gyrostat believes would, if appropriately addressed, progress the development of retirement income products.
- Provides a summary of the retirement income policy development in...
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Presentation - Gyrostat Absolute Return Income Equity Fund
The Fund is designed for retiree income with protection, and to address sequencing risk. The distinctive features are 'hard' protection always in place and a track record of returns increasing with market volatility.
Gyrostat...
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Adriatic Metals - A compelling mineral growth story
Adriatic Metals ('ADT') are a base metal developer in Bosnia & Herzegovina (BiH), with a world-class resource in a global scale mineral province.
The breakup of Yugoslavia and the consequent Bosnian war, along with high upfront...
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The investment case for EML just got stronger
EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund. Making EML even more compelling is the recent transformational acquisition...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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Beauty is in the eye of the investor!
Insync invested into Estee Lauder 3 years ago. Why did we, how is this investment progressing and what are its prospects?
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Bank Runs in China
Henan Yichuan Bank, in the inland province of Henan, has assets of only CNY 62 billion (about AUD $13 billion). Last week, locals rushed to withdraw their deposits, even though the central government guarantees all bank deposits up to a...
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