NEWS

Industry & Fund News

From Xero to Hero

Original Content from Livewiremarkets Livewire Markets Xero (XRO) looks set to become one of New Zealand’s great success stories. And like Phar Lap, Lorde, and other great Kiwi exports, we Australians seem set on claiming it as our own. But regardless of its origin, it’s become increasingly difficult to ignore this high quality, high growth firm. Even

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Commentary January 2020 | Surrey Australian Equities Fund Investment

January delivered a positive start to 2020 with the Surrey Australian Equities Fund increasing by +5% for the month.  Our rolling 12 month return now stands at +20%.  This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications for

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Commentary December 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund declined by 2.9% after all fees for the month of December. Total returns after all fees for the Calendar Year 2019 are +19.1%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. Applications

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Commentary November 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund increased by +3.1% after all fees for the month of November. Total return after all fees for the Calendar Year 2019 are +23%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. The

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Commentary October 2019 | Surrey Australian Equities Fund Investment

The Surrey Australian Equities Fund declined by 1.69% after all fees for the month of October. Total return after all fees for the Calendar Year 2019 are +19%. This month we provide an update where we share with you insights from the portfolio, discussing performance to date together with the Fund outlook moving forward. The

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Can Sezzle do an Afterpay?

Original Content from Livewiremarkets Sezzle (ASX:SZL) is a recently listed buy now pay later (BNPL) business currently focussed on the North American market while also launching in Canada in April this year. Although there are some differences between the two, it’s business model is very similar to Afterpay (ASX:APT). Given the company is in its

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Commentary August 2019 | Surrey Australian Equities Fund Investment

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

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Commentary July 2019 | Surrey Australian Equities Fund Investment

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

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Betting on the next multi bagger

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

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Commentary June 2019 | Surrey Australian Equities Fund Investment

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

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Commentary May 2019 | Surrey Australian Equities Fund Investment

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

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Commentary April 2019 | Surrey Australian Equities Fund Investment

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

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IMF Bentham – continuing to evolve

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

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