Calendar 2013 has been a particularly prosperous one for us. In terms of personal recent performance, it is the best calendar year since EGP was incepted. We ended the year 34.97% better than our starting point after allowing for any fees and costs (and adding back in dividends paid). As for the last 8 or […]
Monthly Archives: December 2013
This will be the final blog update of 2013. My next update is likely to be provided on 1 January, to report on the final (unaudited) results for 2013 as at 31 December. The investor letter for the first half of financial 2014 will be linked in that blog I expect. I’ve been quietly chuffed […]
I am an NFL fan. This is fairly uncommon in Australia, but it is a sport I thoroughly enjoy watching. I suspect the combination of interesting strategic elements with brutal physical contact is the main reason. I played Rugby League until my 30’s and enjoyed the physicality of it and strategy is innately appealing to […]
The ‘Offer to Invest’ e-mail goes out this Sunday evening, for those not on the list, the e-mail reads thusly: Dear Investors and Prospective Investors, Attached herein are links to the documentation required to either: 1. Subscribe for new shares at the Audited closing price on 31 December 2013; or 2. Redeem some or […]