Investment Report Q3/Q4 2017

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Investment Insight | Backing BIRD to fly

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"At NZ Funds, we’re constantly looking for innovative companies to invest in, particularly at the IPO (Initial Public Offering) stage. Investing at the 'ground floor' level gives our clients the greatest chance of benefiting from long-term growth in company share prices. It’s rare to be presented with the opportunity to back a new NASDAQ listing that also has strong New Zealand connections. This is one of the reasons we were delighted to make a successful bid for shares in Allbirds (NASDAQ: BIRD), which has grown from a Kickstarter campaign by its Kiwi cofounder to a global footwear and apparel company with a US$3.1 billion market capitalisation..." Read the full story about NZ Funds' IPO investment in Allbirds below.
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Investment Insight | Using futures to hedge against interest rate rises

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"At NZ Funds, we have a modern, diversified approach to investing. Diversification is one of the key tenets of finance. It improves risk-adjusted returns over time and is often referred to as the only ‘free lunch’ in financial markets. Put differently, the inability to diversify leads to inferior risk-adjusted returns. "We take this approach so we can find long-term growth for our clients, wherever it may be in financial markets. But it is also about preserving as much of our clients’ capital as possible, especially when markets in traditional asset classes go through big cyclical shifts. This is exactly what we’re currently witnessing in global bond markets with the rise in interest rates and inflation. We use futures contracts to manage this shift..." Read the full story about why bond markets are falling and are expected to fall further below.
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"As we discussed two weeks ago in our Investment Insight about Allbirds , we’re always looking for opportunities to buy shares in innovative companies at the IPO stage. This is why we’ve just invested in Iris Energy’s IPO on the NASDAQ. Iris Energy is a Bitcoin mining company with a difference: it uses only renewable energy to power its mining operations. "The total size of the Bitcoin mining industry in 2021 is estimated to be US$16bn, with significant scope for growth in the coming years. Iris Energy represents an important and necessary step forward for this industry: a future where crypto mining operations can make a meaningful difference to carbon emissions and to the communities they operate in..." Read more about Bitcoin's energy consumption and the investment case for Iris Energy below.
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