Latest insights

Market update with Paul Moore: June 2025

Paul Moore reflects on a year marked by geopolitical shocks, extreme tariff announcements, and shifting inflation dynamics.

AuCF Jun 25

Australian Companies Fund: June 2025 quarterly update

Andrew recaps FY25, discusses sector dynamics, new portfolio additions, and outlines where the team is identifying value.

5 top trends for income investors in New Financial Year

In FY26, the global economy could have multiple gears with growth diverging sharply across countries and sectors.

3 Structural shifts to position for in New Financial Year

A structural reset of the global economy is to likely continue over the next 12 months as the United States and China selectively ‘decouple’ from each other.

Our funds

Tile - GCF

Global Companies Fund

Providing our highest conviction global opportunities in a concentrated, unconstrained, benchmark-unaware portfolio

Tile - ACF

Australian Companies Fund

Applying global insights to profit from anomalies in the Australian market

Tile - EYF

Enhanced Yield Fund

A benchmark-unaware portfolio of global income securities providing income and capital stability

Tile - PGF

Global Opportunities Fund (ASX: PGF)

Profiting from market anomalies anywhere in the world

Homepage