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
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