Your mid-year investment health check

Fletcher Building is a corporate disaster in Simon Robertson’s eyes. (Image: Supplied)

Sat, 05 Jul 2025

Attribution (again) …This is the analytical process of identifying and quantifying the sources of an asset’s returns relative to a benchmark or its overall performance. Said another way, it’s where the rubber hits the road, where the proverbial hits the fan. It’s that show me the money moment. As Berkshire Hathaway’s Warren Buffett used to say, when the tide has gone out, only then can we see who has their Orlebar Brown swimmers on. This is that moment.It’s half-time We are six months int...

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