Kauri Asset Management

Kauri Asset Management We are a boutique asset manager focusing on performance and service

April Update: Beyond the Fog of War | Digital Resilience and Earnings Focus -
09/04/2026

April Update: Beyond the Fog of War | Digital Resilience and Earnings Focus -

April has arrived with a very different mood to February and March. After six weeks of digesting the geopolitical fallout from the Middle East, the underlying message from equities has shifted: volatility, yes; panic, no.

Defence, Technology and Select Market Opportunities: March 2026 -
05/03/2026

Defence, Technology and Select Market Opportunities: March 2026 -

Good Afternoon! March has arrived with a very different mood to February. Markets have absorbed a wave of geopolitical headlines, yet the underlying message from equities has been surprisingly calm: volatility, yes, panic, no. Defence stocks surged early in the week, technology briefly wobbled befo...

Signal Over Noise: February 2026 -
06/02/2026

Signal Over Noise: February 2026 -

Friday 6th February, Good morning! February has arrived with a jolt, reminding investors that the only certainty in markets is change. The ASX 200 dipped 0.8% following the RBA's surprise, while the S&P 500 has extended its February slide to nearly 5%. We view this latest sell-off as a clear overrea...

We're making some changes to our Global Growth Portfolio -
09/09/2025

We're making some changes to our Global Growth Portfolio -

The Global Growth Portfolio is built around a simple principle: owning outstanding companies that lead their industries and can compound value over many years. From time to time, we refine the portfolio to ensure that every position reflects our highest conviction ideas and aligns with the long-term...

Inside the Markets with Mike: July 2025 Update -
25/08/2025

Inside the Markets with Mike: July 2025 Update -

July was a month that reminded us just how resilient markets can be. Both U.S. and Australian indices notched fresh highs, even as tariff uncertainty and mixed economic data tested confidence. The key driver remains the extraordinary momentum in technology, with artificial intelligence continuing to...

Earnings season points to big tech’s ongoing revenue resilience -
21/05/2025

Earnings season points to big tech’s ongoing revenue resilience -

Dear  Although there were plenty of headlines through April, in a month where tariffs and concerns about the global economic outlook dominated the narrative, another major event also took place. That is, the latest round of earnings season. Against all the odds, and defying much of th...

The return of market volatility and how it offers investors an opportunity -
18/03/2025

The return of market volatility and how it offers investors an opportunity -

Markets have been anything but boring lately. Since mid-February, volatility has ramped up, and investors are trying to make sense of shifting interest rate expectations, inflation concerns, and trade tensions.

How international shares set the scene for outperformance in 2024. -
23/01/2025

How international shares set the scene for outperformance in 2024. -

As we draw a line through 2024, and review the results of our Portfolios, we’re very pleased to report strong returns right across our suite of investment solutions. In the case of each of our risk based Portfolios, returns not only comfortably exceeded the local share market, but fared extremely ...

The factors currently driving markets higher into 2025. -
23/12/2024

The factors currently driving markets higher into 2025. -

As the year draws to a close, what factors might drive markets higher in 2025? With the current bull market now more than two years in place, investors are turning their attention to what may await in 2025. In many respects, the themes that stand to support the markets in the new year are those that...

Merry Christmas and A Prosperous New Year! -
17/12/2024

Merry Christmas and A Prosperous New Year! -

Dear , Looking back across the last 12 months, there have been a number of developments to take stock of as we assess what may lie ahead.   In some shape or form, every household across the country has felt the impact of the cost-of-living crisis. From higher grocery and utilities pri...

Trump back in the White House. What might it mean for the stock market? -
11/11/2024

Trump back in the White House. What might it mean for the stock market? -

With one of the most highly anticipated elections behind us, Donald Trump has completed a remarkable comeback to secure another term, along with a potential Republican sweep in Congress. This outcome has brought clarity to the market, fueling a rally across major indices, especially in sectors like....

The key themes supporting the Global Growth Portfolio in 2024 -
15/10/2024

The key themes supporting the Global Growth Portfolio in 2024 -

Dear  We’re pleased to bring you this month’s portfolio update, highlighting some of the key developments shaping our Global Growth Portfolio in 2024. As markets continue to shift, it’s important to stay attuned to the trends that drive growth and stability. This year, themes li...

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