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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. 

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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.

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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?

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Hybrids

Hybrids: A Solution to
the Growing Appetite for
Income

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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.