News and Announcements
Samuel Terry Fund Performance Summary – January 31, 2015
- Published February 16, 2015 10:06AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Dear unitholders,
As usual, I attach the Fund’s monthly report, as well as a summary of the Fund, with $US versions in blue.
As the Fund has now re-opened to new investors, I attach a copy of our Information Memorandum, and our presentation.
So far this month, the Fund is up 1.8% in $A terms and up 0.4% in $US terms.
Feel free to contact us with any questions or comments.
Fred Woollard and Nigel Burgess
Samuel Terry Asset Management Pty Ltd
www.samuelterry.com.au
Company Updates
Built on discipline, not complexity: inside an ASX equities income strategy
Haydn Froggatt and Zac Brabin have decades of derivatives experience between them and access to almost any strategy in the market. They use two of the simplest structures available, and wrote 202 positions with them last year. Published by Fairway Capital Management. Based on an interview with co-founders Haydn Froggatt and Zac Brabin. Two traders, […]
BlackRock has named the next Economy. What this latest paper means for Private Market Investors.
BlackRock has put a name on something the smart money has been circling for two years. Its digital assets research team calls it the machine-native economy. The thesis fits in one line. AI is machine-native intelligence. Digital assets are machine-native money. Both are built on the same architecture, and they are converging into a single […]
Where’s the beef? Blackstone just answered the AI question.
In 1984, a fast food ad asked a question that became a catchphrase. Where’s the beef? Jon Gray, President of Blackstone, used that line this month in front of global LPs. It is the question every capital allocator is asking about AI. Trillions of dollars are going into chips, data centres and power. That is […]
Backed By Leading Investment Groups and Family Offices
