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Monthly Archives: May 2010

Managed Accounts Update on QHL – Further progress towards JSF full contract

Posted on May 30, 2010 by admin

Good afternoon, Today we wanted to update you on the progress of Quickstep Holdings (QHL), our long term investment. QHL made a significant announcement to the ASX on Wednesday this week regarding the Joint Strike Fighter (JSF) development works, to … Continue reading »

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Managed Accounts Marketing Email – It's all Greek to me – May 2010

Posted on May 20, 2010 by admin

Good Morning, The volatility we have seen in the last few weeks has opened up some great opportunities in the Australian market; it also enabled us to significantly increase our outperformance against our benchmark index to 23.32%. We have included … Continue reading »

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Managed Accounts Share Trading Investment Notification – Portfolio Re-purchase

Posted on May 10, 2010 by admin

Over the weekend the member countries of the EU and also the IMF showed the strength of their convictions and a united front saying they will do whatever it takes to stabilise the Euro zone. This show of strength occasioned us to purchase back the majority of the portfolio. Continue reading »

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Managed Accounts – Selling in may and going away

Posted on May 1, 2010 by admin

Thursday, positions were sold in HVN, NAB and QBE, followed up with a sale of LLC on Friday. This leaves 95% of the portfolio now in cash with one remaining investment in Quickstep Holdings. Continue reading »

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