News
Notice of Change of Investment Manager
On or around 1st April 2019, the Ironbark Global Diversified Alternatives Fund ('Fund') will be renamed the Ironbark GCM Global Macro Fund. Ironbark intends on delegating the investment management of the strategy to Graham Capital...
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Cyan Investment Management | Market Perspective & Fund Overview
In this video Dean Fergie (Founding Director and Portfolio Manager) gives Cyan's perspective on the market's activity towards the end of 2018 and the rebound seen in the first quarter of 2019. He then discusses how the Cyan C3G...
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Bipartisanship - an Albatross for Congress
As we watch the US and China heading enthusiastically into a full-scale trade war, it is worth taking a step back from President Trump's daily squabbles via the Twittersphere with the rest of Planet Earth, and focusing on the policy areas...
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Loftus Peak | Market Update (April 2019)
Alex Pollak (CIO & Founder) discusses Loftus Peak's performance and portfolio composition as at April 2019. Alex points out that the net debt to equity ratio of the companies in their portfolio as group is negative, meaning they don't have...
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Loftus Peak | Auto Industry Disruption
Alex Pollak, Loftus Peak's CIO & Founder, expects electric vehicles to cause significant disruption to the auto industry. In this video, Alex details Loftus Peak's views on the disruption being caused to the industry and how they're taking...
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KLA Tencor - Part of the 4th Industrial Revolution
Where can I find a company making a profit; paying a dividend; on a reasonable valuation and yet not have to give up being part of the '4th Industrial Revolution'? We discuss this through a new acquisition in the Global High Conviction...
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The New Zealand electricity company with a high and increasing dividend yield
From an investment point of view, the New Zealand electricity industry can be considered as far more predictable and future-proof than that of most countries and certainly that of Australia.
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Warning Signs in the US
Since the GFC, the world's central banks have got into the habit of publishing regular Financial Stability Reports (FSR). These documents are intended to function as an early warning system, by monitoring financial markets in order to...
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Why conventional wisdom regarding China is wrong
Kevin Smith examines the misconceptions surrounding China's economic growth and provides insight gained from extensive engagement within the region. For such an important player in the world economy it is wildly misunderstood by many...
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