In the December 2004 Quarterly report we outline our strategy and reasoning behind selling out of a company.
In the September 2004 quarterly newsletter, the significance of time is emphasized as being the key proponent for success.
In the June 2004 Quarterly Newsletter we reflect on our performance over the past year. We also have a brief look at Cochlear.
In the March 2004 Quarterly Newsletter, we reiterate our investing strategy. We base our investment decisions based on a combination of qualitative and quantitative characteristics. We also pass comment on Aristocrat Leisure.