Mid-April Update

 New COVID-19 case numbers begin to ease, the RBA sounds a warning for the Australian economy, and oil prices turn negative – we take a look at some popular topics from the last couple weeks. 

Adding PTON and TSM

Although we have taken a cautionary approach to managing the Growth Portfolio in recent weeks, we are still looking for select investment opportunities that might leverage current or potentially sustained themes to come out of the COVID-19 pandemic.

April Update

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors throughout 2020?

Hybrids

Hybrids: A Solution to
the Growing Appetite for
Income

June Update

June Update

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June Update

As we close the books on FY20, the team at Kauri would like to start by thanking all of our clients for another prosperous financial year working together. 

Portfolio Updates
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July Update

Hybrids: A Solution to
the Growing Appetite for
Income

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June Update

June Update

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May Update

As we close the books on FY20, the team at Kauri would like to start by thanking all of our clients for another prosperous financial year working together. 

Our Investment Principles 
How tomorrow's Story is shaped by the Principles of today

1.

If not for growth, our journey would be meaningless 

When we look for companies to invest in, we don’t necessarily consider what has been successful to date. Sure, some stocks like Apple and Amazon have demonstrated an extraordinary journey of rags to riches. But tomorrow is what counts. And what drives the story of tomorrow? Growth. 

Contact

T: 02 8379 1868​

E: info@kauriam.com.au

Physical Address

Level 8, 25 Bligh Street

Sydney 2000, NSW

Australia​

Postal Address

GPO Box 2348

Sydney 2001, NSW

Australia​

Important Documents
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© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 76 604 407 516 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of AFSL Holdings Australia (AFS License No. 460 940). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. © 2020 Kauri Asset Management