Monthly Archives: November 2011

Update No. 35 – 27/11/11

For some reason, despite no particular announcements of note by our holdings, we widened the performance differential between EGP Fund No. 1 Pty Ltd and the benchmark by 5.07% this week (to 13.62% since inception 8 months ago).  I wish I could say this were because of our stellar price performance, unfortunately it has far […]

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Update No. 34 – 20/11/11

I talked last week about how globalisation, and in particular free-trade appear to be dragging more and more of our global citizens out of poverty.  The evidence empirically demonstrates that each passing year fewer people in both a proportionate and an absolute sense live in poverty. I have therefore a very strong attachment to the […]

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Update No. 33 – 13/11/11

A fall in our asset value this week can be attributed to a fall in the value of one of our thinly traded stocks on very thin volumes, which will most likely correct itself next week. Another quick note on the OWS (Occupy Wall Street) protests and one of my favourite subjects – perspective.  I […]

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Update No. 32 – 06/11/11

I have been harping for a couple of months now that I don’t think the economic situation in the U.S. is nearly as bad as it is consistently being portrayed.  To this end, I found this article very interesting in the way it articulates a number of positive factors in the American story that are […]

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