The NZ Model Portfolio was up 1.2% in September, ahead of the market NZX 50 index which was down -0.5%. Since inception, the NZ portfolio has now outperformed the general NZ market by 8.8% and is up +39.0% in absolute terms.
Investment Framework.
The New Zealand Equity Model Portfolio is focused on delivering positive and stable returns for investors seeking exposure to the Australian Equity market. Our investment philosophy is centred on finding attractive investments which fit with our big picture world views. This methodology provides us with a basket of stocks which we believe will provide superior returns over the medium term (1 – 3 years).
Our portfolio is relatively unconstrained as we will invest in companies of all sizes in all industries. The portfolio will generally hold between 10-15 stocks as believes this provides a good level of diversification while balancing transaction costs and maintaining meaningful exposures to any one particular investment. Although we refer to returns generated by the broader market (ASX 200) our main goal is to generate positive returns for our members and at any point in time portfolio returns may deviate significantly from the broader market.
Investment Philosophy.
The initial step in 's investment process is to identify big picture trends in the global economy. The next step is to identify investments which will benefit from this big picture thematic, which are then filtered down to what we believe are the most attractive stocks that should provide the highest potential return going forward.
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