Archive | 2012 Archive

2012 Newsletters

December 2012 Quarterly Newsletter

In the December 2012 edition we review and share some of our macro thoughts on energy, interest rates and bank regulation. Also, we focus on health insurance specialist NIB.

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September 2012 Quarterly Newsletter

In the September 2012 edition we discuss our stock selection process. We focus on obstructive sleep apnea specialist ResMed Inc. and finally, we revisit the issue of government intervention.

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June 2012 Quarterly Newsletter

In the June 2012 edition we profile Technology One and take a look at Super Retail Group. We also comment on the economic landscape and transformations.  

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March 2012 Quarterly Newsletter

In the March 2012 edition we focus on the hazardous and waste treatment business of Tox Free Solutions Limited and the international affiliates of SEEK Limited. Finally, we review US Macro issues.

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