Why I dumped my industry super fund TONY BOYD It is an awkward time to be talking about the strong performance of my self-managed super fund given the correction occurring in … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
June 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, Head of Research Raymond Tong discusses a recent visit … Read More
AI: The A stands for Apple
Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT … Read More
May 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness … Read More
The chips running AI on your device
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More
April 2024 Update+
For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.
Are we there yet? When a great company isn’t a great investment
How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in … Read More
March 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … Read More
Is it too late to invest in AI?
With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
February 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More