Monthly Video

Stay up to date with our monthly video with the Portfolio Manager

Investor Update: Peter Switzer and George Boubouras

06 October 2017

In this month’s Investor Update, Peter Switzer and George Boubouras discuss the market during September, the fund’s performance, and the month ahead.

Investor Updates

Read our fortnightly investor report where we update our holders on performance, distributions, where we're investing, our outlook on the market and more.

Investor Update: Woodside Petroleum

There are several reasons we hold Woodside as the preferred energy exposure and also a standalone investment. Firstly, the oil market and with it the liquefied natural gas (LNG) market are tightening. Oil will be first, this is because

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