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September 28, 2023Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail17 minPlay
April 13, 2023Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer OpportunityMacro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity18 minPlay
January 23, 2023Audio – 31 December 2022 Quarterly ReportAudio – 31 December 2022 Quarterly Report41 minPlay
January 11, 2023Macro Overview: 2023 – A Great Environment for True InvestorsAudio – 31 December 2022 Quarterly Report18 minPlay
November 07, 2022Audio – 30 September 2022 Quarterly ReportAudio – 30 September 2022 Quarterly Report52 minPlay
October 12, 2022Macro Overview: Forget Picking the Bottom, Focus on ValueMacro Overview: Forget Picking the Bottom, Look for Value25 minPlay