Thanks vic, I really appreciate new material to read and enjoy reading the macro. I have money with 4 fund managers either directly, or indirectly as a shareholder with ptm and mam, and am always on the lookout for others.
Since the gfc they have underperformed the msci world index ,which I think is a fairer benchmark than the asx given their holdings, in 7 out of the last 9 years so I’m not sure they’re exactly smashing the ball out of the park, but I’ll keep an eye out for their newsletters.
