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PERFORMANCE
INVESTMENT THESIS
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INVEST
CONTACT
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TEAM
INSIGHTS
Insights
Resmed - Ready to Re Accelerate
Sam Ferraro
January 28, 2024
Craig's Column - A Penny For Your Thoughts
Sam Ferraro
January 24, 2024
Performance Update - December 2023
Sam Ferraro
January 24, 2024
Performance update - November 2021
Sam Ferraro
December 6, 2021
Performance update - August 2021
Sam Ferraro
September 5, 2021
Performance update - June 2021
Sam Ferraro
July 3, 2021
Performance update - April 2021
Sam Ferraro
May 8, 2021
Performance update - November 2020
Sam Ferraro
December 8, 2020
Performance update - October 2020
Sam Ferraro
November 10, 2020
Fintech lending - Curb your enthusiasm
Sam Ferraro
July 11, 2020
The end of the free fee lunch?
Sam Ferraro
May 12, 2020
An open letter to Telsta CEO, Andy Penn
Sam Ferraro
February 9, 2020
Quarterly update - December 2019
Sam Ferraro
January 12, 2020
Board independence: Does one size fit all?
Sam Ferraro
April 28, 2019
Quarterly Update - March 2019
Sam Ferraro
April 8, 2019
John Bogle and the triumph of modern portfolio theory
Sam Ferraro
January 20, 2019
Quarterly update - December 2018
Sam Ferraro
January 12, 2019
Launch of global and Australian investment strategies
Sam Ferraro
October 9, 2018
What's in a name?
Sam Ferraro
October 8, 2017
In praise of concentrated ownership
Sam Ferraro
April 20, 2017
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