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Edition 6

15 March 2013

Welcome from Chris Cuffe

It was Greg Perry’s Australian equity investment expertise that helped lay the foundation for Colonial First State to become the largest fund manager in Australia. Greg left behind the world of big portfolios in 2002 and has never returned to it. Even when he ran his own boutique fund for a few years, he made sure he had a completely unfettered mandate, and now he only manages his own money, without the constraints of his corporate days. This week, I explore some of the advantages of being a relatively small investor.

We’re Jack Gray groupies at Cuffelinks, and I’m delighted to have him among our Contributors. Last month, Jack was named by Asset International as one of the ten most influential academics in the institutional investing world, and he gives us two pragmatic principles we should all consider.

Graham Hand recently attended a gold conference to shed some light on the lustre that has seen gold rise from $400 ten years ago to $1,600 now, and came away more enthralled by the people who work in the industry than the precious metal itself. Make up your own mind.

And as ever, we have a couple of pieces to guide your path to greater financial independence: Rick Cosier on the attractions of transition to retirement pensions, and Warren Bird makes some powerful observations about bond funds which will challenge your understanding.

Latest posts from Cuffelinks, 15 February 2013, Edition 6

Small can be beautiful Chris Cuffe
Nixon’s Mum Jack Gray
Is a ‘transition to retirement’ pension worthwhile? Rick Cosier
Bond funds and term deposits are apples and apples Warren Bird
Fun at a gold conference, but it’s not all glistering Graham Hand

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15 March 2013

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