Strategic Reallocation to Intuitive Surgical At Pacific Private Asset Management, we work closely with our investment partners to ensure timely updates on portfolio strategy and positioning. This month, Munro Partners has made a key portfolio adjustment in their Global Growth PMA to reflect their forward-looking investment thesis. Portfolio Change Summary… Read More »Munro: More Portfolio Updates
Pacific Private Asset Management is pleased to provide the latest update from our investment partner, Munro Partners, detailing the strong April performance of the Munro Global Growth PMA. Performance Highlights The Munro Global Growth PMA returned +2.6% in April, outperforming the benchmark MSCI ACWI TR Index (AUD) which fell -1.7%,… Read More »Munro Global Growth PMA – April 2025 Monthly Report
Pacific Private Asset Management is pleased to share the latest credit market developments and investment insights from our trusted partner, Fixed Income Solutions Pty Ltd. This update highlights key corporate bond issuances, trading updates, and macroeconomic developments shaping credit opportunities. 🔔 Aurizon Subordinated Notes Issuance Aurizon Holdings Ltd has priced… Read More »Fixed Income Solutions – Credit Research Update | April 2025
At Pacific Private Asset Management, we value the consistent and disciplined approach of our partners. In April 2025, the Aoris International Fund Class A (Unhedged) delivered a strong result, returning +3.3%, significantly outperforming its benchmark which declined -1.8% for the month. This performance reflects Aoris’s long-term focus on high-quality global… Read More »Aoris International Fund – April 2025 Monthly Report
Pacific Private Asset Management is pleased to highlight a new investment opportunity from Aurizon Holdings Limited, presented by our trusted partner Fixed Income Solutions Pty Ltd. Aurizon, one of Australia’s leading logistics and rail freight operators, is bringing its inaugural subordinated note transaction to market with a compelling yield profile… Read More »Aurizon Holdings – Subordinated Note Offering | May 2025 (via Fixed Income Solutions)
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