December 2021 Monthly Report
In this month's update, we our top 10 positions and provide our comments on their outlook and our expectations for 2022 and beyond.
Read moreNovember 2021 Monthly Report
In this month's update, we discuss some key monthly portfolio developments and highlight some recent meetings with Kip McGrath and Design Milk.
Read moreOctober 2021 Monthly Report
In this month's update, we discuss some key monthly portfolio developments and highlight some interesting updates from Raiz Invest and Yellow Brick Road.
Read moreSeptember 2021 Monthly Report
In this month's update, we discuss some recent portfolio purchases (including Aeeris, Pureprofile and Swick) together with some names that we have been selling
Read moreAugust 2021 Monthly Report
In this month's update, we discuss how our three largest holdings (Sequoia, Joyce Corporation and Easton) reported in FY21. We also comment on three holdings that have built strong market positions in Australia, and that are now looking to grow quickly in offshore markets.
Read moreDecember 2021 Monthly Report
In this month's update, we provide a portfolio update and discuss digital disrupters in the portfolio including Credit Clear and Xref
Read moreNovember 2021 Monthly Report
This month’s report includes commentary on FSA following a recent management meeting and its AGM.
Read moreOctober 2021 Monthly Report
This month’s report includes an update following a recent management meeting with Garry Crole of Sequoia, a key holding of both DMXASF and DMXCP
Read moreSeptember 2021 Monthly Report
This month’s report includes updates on Cryosite, Easton Investments, and Frontier Digital Ventures following management meetings with each of these.
Read moreAugust 2021 Monthly Report
In this month’s report highlights the strong recent results of SDI and our hope they can utilise their over-capitalised balance sheet to make a step-change acquisition or return meaningful funds to shareholders.
Read more