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Looking beyond the fake news
If life hands you Lime, make limonade
December 2018
Why we invest in e-commerce giant Alibaba
Why this NZ company is a global success
Chris Waters introduces a new portfolio company
Frank Jasper takes a closer look ...
November 2018
Thoughts on how we tend to think about bouts of volatility like we have experienced
Senior Portfolio Analyst Harry Smith reports back after a trip to the UK
Senior Portfolio Analyst Chris Waters reports back on some healthy opportunities
Sam Dickie treads across the world to visit portfolio company Xero
Frank Jasper talks about why we still believe in Brambles
Find out why we are looking for a winner on the rapidly growing race for the e-sports market
Chief Investment Officer Frank Jasper looks at a complicated equation
Senior Portfolio Manager Ashley Gardyne, comments on our recent portfolio addition, Facebook
Facebook has hit the news lately for the wrong reasons with the share price plummeted in August
How did A2 become New Zealand’s largest company overnight?
2018 has been five months of disruptive global events, all seemingly having the potential to correct highly priced global asset markets
A recent trip to the United States shed some light on why some companies have grown revenue so fast
Senior Portfolio Manager David McLeish reports back on a recent trip to China
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