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NEWS

Fund Manager News

Our Fund Managers regularly supply us with market information, industry trends and relevant literature on their funds.

Heathcote Investment Partners and their exclusive managers are well regarded in the industry as providing timely and relevant contributions and thus are frequently sort presenters at industry conferences & forums. In addition we also coordinate regular webinars and weekly newsletters providing regular and current updates on our funds and managers and the financial industry.

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Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

27 October 2020 – Class C Factsheet 30 September

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New Perspective Fund Monthly Update 

CLARITY – CAPITAL GROUP

Clarity – Capital Group New Perspective Fund Monthly update – Sept 2020

Ask “Why”before taking a punt on the sharemarket

Castle Point

22 September 2020 – Konnikova was making good progress under Eric’s tutelage but …

Te Puna Hapori

Brightlight

23rd September 2020 – Spring of wellbeing for communities across New Zealand

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Taking the Oath of Optimism

Apostle Dundas Global Investors

25 September 2020 – To invest your money in buying company shares is to make a hugely optimistic assumption about the future

Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

25rd September 2020 – Class C Factsheet 31 August 2020 

Why Dividend growth?

Dundas Global Investors

25 September 2020 – Dividends have long been cherished by canny investors

Stewardship your favourite band

Apostle Dundas Global Investors

25 September 2020 – Dundas Global Investors is delighted to announce that … 

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New Perspective Fund

Clarity-Capital Group

21st September 2020 – New Perspective Fund Monthly Update Aug 2020

Listed vs Unlisted Infrastructure

Maple Brown Abbott

21st September 2020 – Global Listed Infrastructure research paper – listed vs unlisted infrastructure

New Perspective Fund

Clarity-Capital Group

10th September 2020 – New Perspective Fund Monthly Update July 2020

The New Defensives

Capital Group

21st August 2020 – Defensive investing in an age of disruption.

Global Equity Fund Report

Apostle Dundas Global Investors

20th August 2020 – ADGEF Class C Factsheet July 2020

Red Pill or Blue Pill

Daintree Capital

19th August 2020 – The Red Pill or Blue Pill: Navigating the Matrix of Fixed Income

New Perspective Fund Monthly Update

Clarity – Capital Group

Clarity-Capital Group New Perspective Fund Monthly update – August 2020

Premium Asia Income Fund

Premium China Funds Management

Premium Aisa Fixed Income – Manager Analysis, Morningstar.  August 2020

Global Small & Mid Cap Fund

Fairlight Asset Management

Global Small & Mid Cap Fund – High Conviction Ideas in the Fairlight Fund.  July 2020

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Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.