Monthly Archives: January 2013

Update No. 97 – 25/01/13

Today, I’ll revisit one of the very earliest posts I made, back before the fund even commenced.  I will do so for two reasons.  Firstly, I made the claim in the 2013 Half Year report (.pdf) that nearly 80% of equities focused funds fail to beat a suitable benchmark after fees are factored over a […]

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Update No. 96 – 18/01/13

Here is a link to our half year report for 2013 (for non-Australian readers, the Australian financial year runs July 1 to June 30) which was e-mailed to holders recently.  We are very pleased with our performance since inception, but are hopeful the best is yet to come.  After four weeks of beating the benchmark, […]

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Update No. 95 – 11/01/13

I write this entry from Guangzhou, the third biggest city in China.  Once again, my less ‘hands-on’ approach has paid off this week with a 1.2% gain against a fall of 0.3% for the benchmark. I jest of course in attributing the recent run of good weeks to the fact I am away and less […]

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Update No. 94 – 04/01/13

I am in Glasgow today and Edinburgh tomorrow.  I am spending only about a quarter of the time I usually would monitoring and managing our portfolio etc.  Given we are on holiday; naturally my wife thinks this is too much (I wake/work mostly in the night while the Australian market is open, so she doesn’t […]

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