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Reports

AIM 2021 Interim Letter

For the financial year ended 30 June 2021, the AIM Global High Conviction Fund (GHCF) delivered a return of +25.80% after all fees. In this letter, we explore the drivers of performance and discuss how we will compound wealth in the years ahead.

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Insights

"A Very Good Business"

In this article we discuss how Microsoft has revealed a "hidden-in-plain-sight" asset, proving that it is really one of the best businesses in the world.

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Media

The Australian Investors Podcast - Shorting & Two Ideas

Charlie Aitken joins Owen Raszkiewicz for an easy-listening discussion about high quality investing, shorting and what to do for those second-guessing positions in China.

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Events

Cutting Through the Noise

In this webinar, the investment team provides a "boots on the ground" view of the US economic recovery and unpacks some of the big issues facing markets right now, such as Chinese tech regulation, positioning for the Delta variant and the Aussie Dollar.‍

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