At Pacific Private Asset Management, we remain committed to delivering transparency and insights into the performance of our trusted investment partners. This month’s report from Munro Partners offers a comprehensive view of the Munro Global Growth PMA in a challenging global market environment. Performance Overview In March 2025, the Munro… Read More »Munro Global Growth PMA – March 2025 Monthly Report
At Pacific Private Asset Management, we value our partnerships with high-conviction fund managers who share our long-term investment philosophy. Aoris Investment Management is one such partner, and we’re pleased to provide the latest performance insights from their flagship fund. Performance Summary – March 2025 The Aoris International Fund Class A… Read More »Aoris International Fund – March 2025 Monthly Report
At Pacific Private Asset Management, we collaborate closely with Fixed Income Solutions Pty Ltd to deliver timely credit market insights. This update highlights opportunities arising from Trump’s tariff announcements, project progress on key developments, and current fixed income market conditions. Trump Tariff Opportunities: Volatility Breeds Value “Never waste a good… Read More »Fixed Income Solutions – Credit Research Update: Trump Tariff Opportunities & Market Developments
At Pacific Private Asset Management, we aim to provide timely insights from our investment partners. The March update from Copia Investment Partners includes a detailed review of the February reporting season by ECP Asset Management, a video discussion with Mutual Limited on liquid alternatives to private credit, a white paper… Read More »Copia Investment Partners – March 2025 Monthly Update
We are pleased to share the latest Munro Global Growth PMA report from our partner, Munro Asset Management. The portfolio returned -3.7% in February, underperforming the benchmark return of -0.3%. Performance Overview 📉 Total Return: -3.7% (Equities -3.9%, FX +0.2%)📊 Benchmark Return: -0.3% Top Contributors ✅ Eli Lilly (Innovative Health)… Read More »Munro Global Growth PMA – February 2025 Update
We are pleased to share the latest Credit Research Update from our partner, Fixed Income Solutions Pty Ltd. This report provides insights into key developments across the fixed income market, investment opportunities, and economic trends. This update highlights notable movements in the fixed income sector, including new high-yield investments, corporate… Read More »Fixed Income Solutions – Credit Research Update
At Pacific Private Asset Management, we continue to monitor the performance of our trusted fund partners. The Chester High Conviction Fund (CHCF) has once again demonstrated its resilience and active management strength amidst market volatility. Performance Snapshot – February 2025 The CHCF returned -2.0% for the month of February, outperforming… Read More »Chester High Conviction Fund – February 2025 Monthly Update
We are pleased to share the latest performance update from our partner, Munro Asset Management. The Munro Global Growth PMA portfolio returned +4.5% in January, outperforming its benchmark return of +2.6%. Strong contributions came from Constellation Energy, GE Vernova, and Amazon, while Nvidia was the largest detractor due to concerns… Read More »Munro Global Growth PMA – January 2025 Update
As part of our continued commitment to delivering insights from top-tier investment partners, Pacific Private Asset Management is pleased to share the highlights from Copia Investment Partners’ February update. 🏦 RBA Cuts Rates: A Turning Point? The Reserve Bank of Australia surprised markets in February by cutting interest rates by… Read More »Copia Investment Partners – February 2025 Monthly Update
The Aoris International Fund Class A (Unhedged) delivered a strong performance in January, gaining 5.9%, outperforming its benchmark, which rose 2.6% for the month. For a detailed breakdown of the fund’s performance and insights from the Aoris team, access the latest reports: 🔹 [Aoris Monthly Report – January 2025]🔹 [Aoris… Read More »Aoris International Fund – Update