Kingfish has provided a copy of its September Quarterly Newsletter which has also been mailed to shareholders.
Newsletter includes: - Commentary on the quarter - Performance as at 30 September 2022 - Portfolio holdings as at 30 September
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Markets
Opinion
The market just wobbled. Will it fall down?
Recent losses can be explained by one word: speculation.
Economy
RBNZ says risks linked to new mortgage lending contained
House prices near the top of RBNZ's range of sustainable estimates.
Markets
Inside ACC's $180m small cap strategy
In one $1 billion portfolio, it's the small caps driving performance.
