Octagon Asset Management launched in November 2021, is a boutique funds management company with a team based in Wellington, Auckland, and Dunedin. Octagon believes in their process and people invest their money alongside their clients.
Their business is built upon eight key principles:
- They put our clients' interests first
- They are active investment managers
- They seek attractive, risk-adjusted returns
- They adopt a flexible investment approach
- They believe experience matters
- They prioritise communication
- They embrace Environmental, Social, Governance (ESG)
- They are independent
Should you care about Aged Care?
It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged-care operators?
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What its recent surge says about the investing landscape in New Zealand
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On the Random Walk Down Wall Street equity markets won't always behave exactly how you’d expect.
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For most Kiwis growing up in New Zealand financial education was a hands-on experience. We’d earn $1 from weekly chores, deposit 50 cents into our Post Office savings account, and spend the rest at the tuck shop—back when 50 cents could buy heaps and even leave you with change.
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Price increases are never welcome but sometimes, on rare occasions, we can soften that blow by offsetting ourselves in the market. For instance, accepting a 12-14% insurance premium increase from your insurer Tower is a lot easier to digest when your Tower shares return over 120% in the same year. For the good of the shareholders, you start to say…
MORE»Passive Investing is Impassive on Valuation
It’s difficult to approach the topic of passive investing without acknowledging one’s own inherent bias. After all, careers have been built on the premise that active investing adds value. No matter how much we try and attempt to set biases aside – your author know they are unlikely to succeed.
MORE»Credit where credit’s due
The past couple of years have been challenging for domestic bond investors. The Bloomberg NZ Bond Composite 0+ Yr Index declined approximately 6% in 2021 and 7% in 2022. However, in 2024, declining interest rates led to a strong recovery in bond returns, reaffirming the importance of bonds in a well-diversified portfolio.
MORE»Strategic versus Tactical Allocation
Many market commentators have written about strategic asset allocation previously – the investment science behind the long- term allocation of investors’ capital across various asset classes. In our view, strategic asset allocation (SAA) is one of, if not the most important decision an investor can make when developing a portfolio of investments.
MORE»A bit of volatility
Why so volatile?
MORE»Election Cycles and Investment returns
This year, over 4 billion people are voting to shape their country’s political and economic outlook for the next three to five years. From India to France, Mexico to the UK numerous general elections are taking place.
MORE»US Equities – simply momentum or something more fundamental
The momentum run in the US market continues to be very strong. It resembles in many ways the peak rally in 1999 to early 2000, just before the “dot com” crash.
MORE»Stock picking: deciphering what’s signal and what’s noise
Investment markets are forward looking.
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