Samantha

Original Content from Livewiremarkets When most investors think of “value investing” they think of the standard quick-form valuation techniques such as low PE and cashflow multiples, solid dividend yields, low price/book values etc. Companies that don’t tick these boxes can sometimes mistakenly be classified as expensive. When we assess Xero ASX:XRO it meets none of […]

The Surrey Australian Equities Fund is pleased to provide the January 2019 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As a result of recent demand the Fund will again be opening mid-month for applications.  For new and existing investors who require

The Surrey Australian Equities Fund is pleased to provide the December 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers

The Surrey Australian Equities Fund is pleased to provide the November 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers

The Surrey Australian Equities Fund is pleased to provide the October 2018 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. Market volatility that was evident in October can make investment decisions in the short term difficult. At Surrey, we continue to focus

The Surrey Australian Equities Fund is pleased to provide the September 2018 update. September concluded the first quarter of Financial Year 2019 with the S&P/ASX Small Ordinaries Accumulation Index (XSOAI.ASX) falling 0.4% for the month while the S&P/ASX 200 Index (XJO.ASX) decreased 1.8% over the same period. The Surrey Australian Equities Fund was up 0.8%

The Surrey Australian Equities Fund (Fund) is pleased to provide the August 2018 update where we share with you insights from inside the portfolio, discussing performance to date and our outlook moving forward. As always both Nick and Michael are available for discussion at any time. Nick Maclean & Michael Woolhouse Directors & Portfolio Managers Surrey

The Surrey Australian Equities Fund (Fund) is pleased to report it returned 1.8% (after fees) over the  benchmark, the Small Ordinaries Accumulation Index (XSOAI.ASX) for the month of July 2018. Responding to particular demand there will be an additional opportunity to invest in the Surrey Australian Equities Fund outside the normal month end opening time.

June marked the first month for the Surrey Australian Equities Fund (The Fund).  Over the month our benchmark, the Small Ordinaries Accumulation Index (XSOAI.ASX) increased by 1.06% which capped off a very strong annual increase of 24% for FY18. The Fund is committed to investing strictly in accordance with our investment process as we aim

A Message from the Directors Dear Investor, We are pleased to invite you to invest alongside us in the Surrey Australian Equities Fund. Surrey Asset Management was founded in 2017 with the intention of managing the Investment Managers’ funds via a product that seeks to deliver strong absolute and relative returns through investing in ASX