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Tim Muirhead Profile BG
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Since the very late release of last month’s newsletter, I thought I might keep this one short. Elsight The portfolio is already on track for a very good September month,...
Fund Reports
Tim Muirhead Profile BG
I must apologise for the late release of this note for The Equity Fund, but we had a very unusual...
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Tim Muirhead Profile BG
Fund Reports
The Equity Fund
June can be a tough month for any equities that have underperformed over the financial year as they can be subject to tax loss selling,...
Tim Muirhead Profile BG
Fund Reports
The Equity Fund
The ASX 200 sold off nearly -4% in May.  Investing in early-stage illiquid companies isn’t always smooth, our two main core holdings were under pressure,...
Tim Muirhead Profile BG
Fund Reports
The Equity Fund
A reasonably quiet month in terms of index moves after several weeks of sideways consolidation, with the ASX 200 finishing up 2.1%.  April was earnings...
Tim Muirhead Profile BG
Fund Reports
The Equity Fund
Rising interest rates finally saw things break in March, with the demise of Silicon Valley Bank and Credit Suisse. Only after the Fed backstopped the...
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Tim Muirhead Profile BG
Tim Muirhead
Portfolio Manager
Dr Christian Baylis
Dr. Christian Baylis
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Billy Macris
Head of Trading
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