How Much Should Your Fund Manager Tell You?

Last week we published our August monthly report. In short, we’ve had a cracking year. Up 22% to the end of August, 10% per annum for the past two years and a healthy 4% per year ahead of the index since inception. The message back to us, though, has been one of concern. We’ve had one redemption because the Fund is ‘too risky’ and a request from a long-time investor to ‘stop cocking things up’. Good advice, for sure. But much more difficult in practice than in theory. The reactions are a consequence of us disclosing a loss on...

Last week we published our August monthly report. In short, we’ve had a cracking year.

Up 22% to the end of August, 10% per annum for the past two years and a healthy 4% per year ahead of the index since inception.

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