Samantha

The Surrey Australian Equities Fund returned +2.2% after all fees for the month of September. Total return after all fees for the September quarter are +5.1% taking total returns for the Calendar Year 2019 to +21%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date […]

The Surrey Australian Equities Fund returned -2.6% after all fees for the month of August, outperforming the S&P/ASX Small Ordinaries Accumulation Index by +1.3%. Total returns for the Calendar Year 2019 after all fees are +18.5%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date

The Surrey Australian Equities Fund is pleased to report it returned +6% after all fees for the month of July taking total returns for the Calendar Year 2019 after all fees to +22.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the

Original Content from Livewiremarkets While we all love the thought of finding the next multi bagger, few companies have the right mix of business model, IP advantage, management team, balance sheet capacity and importantly, large potential market opportunity to achieve it. We believe the recently listed Pointsbet Holdings ASX:PBH is beginning to demonstrate its potential

The Surrey Australian Equities Fund is pleased to report it returned +1.7% after all fees for the month of June taking total returns for the Calendar Year 2019 after all fees to +15.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the

The Surrey Australian Equities Fund is pleased to provide the May 2019 update where we share with you insights from the portfolio, discussing performance to date and the Fund outlook moving forward. For new and existing investors who require assistance with an application form, please feel free to contact either Nick or Michael at any

The Surrey Australian Equities Fund (Fund) is pleased to report it returned +7.4% (after all fees) in April 2019. This month we provide an update and share with you insights from the portfolio, discussing performance to date and the Fund outlook moving forward. As a result of recent demand the Fund will again be opening

Original Content from Livewiremarkets IMF Bentham (IMF) was traditionally a litigation funder which provided finance to legal firms purely using its own balance sheet. This business model has worked well with 90% of cases settled or won, generating a ROIC of 144%. However, it has meant very volatile cashflows and as such the share price

The Surrey Australian Equities Fund is pleased to provide the March 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 completed applications. For new and existing investors who

The Surrey Australian Equities Fund is pleased to provide the February 2019 update where we share with you insights from inside the portfolio, discussing performance to date and the Fund outlook moving forward. For new and existing investors who require assistance with your application forms please feel free to contact either Nick or Michael at