The fund appreciated 5% in November, as our European and Asian companies rebounded from depressed levels. The MSCI World Index only appreciated 0.9% by comparison in AUD as the rising Australian dollar offset the improving equity market. Fortunately, our currency hedges offset this impact as we have a significantly lower exposure to the US dollar [...]
Click here to download newsletter pdf Dear fellow investors, The fund appreciated 3% in the September quarter, compared to the MSCI World Index which was flat in $A. Positive earnings results in the quarter were the main driver of returns. Despite the significant fall in global markets in the month of September, with the US’ [...]
Published on Livewire 18th June 2022 Equity markets and asset prices have never faced so many headwinds all at once. Global equity markets have seen a significant fall this year driven by heightened inflation due to covid’s continued impact on supply chains and a war in Ukraine driving energy prices and soft commodity prices up. [...]
AFR article - Profeta Investments - June 2021 This article appeared in the Australian Financial Review on Monday, June 21 Casting an eye across the world Garry Laurence appears in the Australian Financial Review in June 2021 Monday fundie: Looking beyond the Googles and Amazons. Jonathan Shapiro Garry Laurence says a wise [...]
Published on Livewire 12th June 2021 A wise portfolio manager once told me that he thinks in decades. Usually, each decade is different with different investment trends and opportunities. It is interesting to note that while each decade comes with changing consumer behaviours and patterns, and developing innovations, the performance of the stock market is [...]
In our inaugural newsletter we talk through how we are positioning the portfolio for the next decade. Read Now
Profeta's CIO, Garry Laurence, talks to Ausbiz about some initial trends coming out of US earnings season. https://assets.ausbiz.live/assets/58028fb3-2d79-4f9a-853a-137a7bc717e5/MP4/vimondio_video_1920x1080_10000.mp4
Profeta Global Investments Fund Snapshot
Garry Laurence appeared on the Livewire Podcast to talk about the tenets of value investing. He also discusses some of the investments he has made over the years.
https://www.youtube.com/watch?v=MrXoEWSSxfw&t=23s
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