Both EGP and our benchmark dipped by 0.04% this week. Our movements are usually quite uncorrelated, but ended up pretty close this week. I am going to talk a little about Sharpe Ratio’s & risk next week, after we’ve completed our 28th month of operation. We are starting to investigate how some of these ratios […]
Category Archives: Regular Updates
These are the EGP Capital regular reports.
The benchmark rose by nearly 3% this week, we could not keep pace, for although the majority of our holdings performed well, 2 of our ‘Big 3’ holdings were down on the week – Tony Hansen 12/07/13 Apr 1st 2011 Jul 1st 2013 Current Price Current Period Since Inception EGP Fund No. 1 1.00000 […]
It was a wild first week for FY2014 with swings of around 2% on each of the first 3 days. Ultimately, the week ended slightly ahead, but it was without much conviction. EGP was much more stable, hardly moving on those first 3 wild days, before rising late in the week. I am hopeful of […]
The end of financial year is upon us. Holders will find our FY2013 update here (.pdf). For people preferring a visual representation of how things are going, I’ve put that here EGP is the blue line, the ASX200 (Total Return) is red: There has been much concern about the performance of China in the news over […]
A short discourse on costs. Specifically on operating expenses. First a re-cap, it was a tough week, our hoodoo is alive. As mentioned last week, we have never had longer than a 4-week winning streak over the benchmark, that remains the case this week. The ASX200TR declined by 1.11% on the week (felt like more […]
After last week’s epic blog, I’ll take it a bit easy this week and talk about something trivial. We (just!) beat the market for the 4th consecutive week this week. In total over the last 4 weeks, EGP has increased by 0.15% while the benchmark has declined by 3.65% – our 3rd best 4 week […]
We were very fortunate this week to be down only 0.30% while the market declined by 3.82%, if the market continues to decline as it has, some excellent buying opportunities will almost certainly present, nicely in time for our June 30 inflows! As per my promise in last week’s blog, I will this week discuss […]
I hinted on Twitter through the week that I would talk more about my primary reason for visiting SE Asia this week. However, having flown home through Thursday night & returned to a huge administrative workload in association with our inaugural dividend today, I will leave the in depth analysis to next week as I […]
I wrote this post from a Ho Chi Minh city hotel. I will spend the next week visiting some companies we own in South East Asia and a couple that we may or may not own in the future. I have flown Air Asia (an Über budget airline) because I’m a shocking cheapskate and as […]
It was ‘Budget Week’ in Australia this week as Wayne Swan handed down his sixth and – barring something deeply unexpected – final budget. I don’t intend to make any detailed political commentary here, unless a particularly economically heinous new policy is announced, I intend to float above politics on this blog. It did bring […]
A few weeks ago I came across an article about a fellow who had retired at 30. The article is well worth the read; he’s hardly leading a life of luxury, but his achievement within the framework of goals he had set himself is admirable. A huge proportion of success comes down to goal-setting; this […]
Both EGP & our benchmark closed at all time highs since the fund was founded today, given we don't own any bank shares, leading the Australian benchmark quite handily this year is a pretty good accomplishment I think… I commented on the ‘Top 5’ stories from my Twitter feed a couple of weeks back. I realised when […]
It was quite an up and down week for both EGP and the wider market, though by the end of the week mostly up. Your shares finished 0.30% off their all-time high at $1.41212. The market was 0.39% off its all-time high (since EGP’s inception) at 41225.91. The benchmark rose sharply this week (+3.36%) and […]
I am a fairly recent adopter of social networking. There are a number of reasons for that. On a personal level, I am a fairly self-sufficient individual. I love having my family around me and I generally enjoy the company of only a select few friends at rare social events. A wide social circle was never […]
Investors the world over are, or at least should be looking for one thing only. That thing is defined most eloquently in this article, wherefrom this quote is drawn: “Investing is the transfer to others of purchasing power now with the reasoned expectation of receiving more purchasing power — after taxes have been paid on […]