Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak discusses the Artificial Intelligence … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
June 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, Head of Research Raymond Tong discusses a recent visit … Read More
AI: The A stands for Apple
Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT … Read More
The chips running AI on your device
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More
April 2024 UpdatePlus
For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.
Are we there yet? When a great company isn’t a great investment
How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
February 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
Was 2023 the year of the Magnificent Seven?
As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
October 2023 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, we discuss the ARM chip and how its adoption … Read More
September 2023 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, we discuss Huawei’s Kirin 9000 chip and what impact … Read More
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