Monthly Archives: January 2012

Update No. 44 – 27/01/12

We clawed back some of the gap between EGP Fund No. 1 Pty Ltd and our benchmark, we still trail by 1.01% since January 1, though our all-time lead is back above 9%.  Some good results over reporting season should put us back on the right side of the scorecard in this period and extend […]

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Update No. 43 – 20/01/12

The start to the year has been better than anyone could have expected in respect of the performance of financial markets.  The S&PASX200TR index is up 4.52%, EGP Fund No. 1 Pty Ltd is only up 3.23%.  I have done a little more buying this week and I am hopeful that reporting season will bring […]

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Update No. 42 – 13/01/12

I have said before, the US is the worlds economic engine.  For those of us in Australia, we hear a lot more about China driving our prosperity, but the US is still where you should keep your eyes peeled as it will inevitably drag the world in whatever direction it is headed.  China on the […]

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Update No. 41 – 06/01/12

I will leave the calculation of assets until the closing value of $0.96254 per share is confirmed by our external auditors and the new shares are issued for those who subscribed for new shares.  Needless to say as it is still essentially a holiday and trade was thin, prices barely moved this week. I probably […]

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