We are pleased to share the latest performance update for the Chester High Conviction Fund (CHCF). In January 2025, the fund returned 4.4%, closely tracking the 4.5% return of the ASX300 Accumulation Index. Over the past 12 months, the fund delivered a 16.3% return after fees, outperforming the benchmark’s 15.2%.… Read More »Chester High Conviction Fund – January 2025 Update
Fixed Income Solutions (FIS) is pleased to announce a new investment opportunity with Australian Annuity Funding (AAF). This senior secured note issuance is structured through a bankruptcy-remote Special Purpose Vehicle (SPV), offering exposure to trail book loans across mortgage brokers, financial planners, and property management businesses. Key highlights of the… Read More »Fixed Income Solutions – Investment Opportunity Update
We are pleased to share the latest market update from Copia Investment Partners. The early days of Trump’s second presidency have brought market volatility, with speculation around tariffs and developments in Chinese AI start-up DeepSeek. Domestically, inflation is moderating, and all eyes are on the RBA’s mid-February rate decision, as… Read More »Copia Investment Partners | 31 January 2025
As we step into 2025, market volatility remains a key theme, with investors closely watching global economic shifts. Copia Investment Partners highlights insights from Howard Marks’ latest memo, examining potential market bubbles and valuation concerns. This update also covers:✅ Chester High Conviction Fund – A deep dive into themes like… Read More »Copia Investment Partners – Market Insights & Fund Performance
We are pleased to share the latest Annual Letter to Investors from our partner, Aoris Investment Management. In this letter, CIO Stephen Arnold reviews the key contributors to the Aoris International Fund Class A (Unhedged) performance in 2024, lessons learned, and strategies for mitigating investment misjudgments. He also provides insights… Read More »Aoris International Fund – 2024 Annual Letter to Investors
Income Strategies – Hybrids and Listed Debt Rate Sheet Fixed Income Solutions is pleased to share the latest Hybrid and Listed Debt Rate Sheet from Shaw and Partners Financial Services. This report (dated 30 January 2025) provides key insights into current market rates and income opportunities.