Leyland Private Asset Management

03/10/2026

An overview of our most recent edition of Leyland Lines:

In this edition of Leyland Lines, we take a closer look at the Australian Agriculture sector, including the various factors impacting different products. We also share some of the various ways investors can gain agriculture exposure on the ASX. We also take a closer look at Maas Group Holdings and how it could be a lower risk way of gaining exposure to the AI build out. For the video of the month, we include a recent interview with legendary investor, David Einhorn. Finally, we close with an article written by Morgan Housel titled “Reality Catches Up”.

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22/09/2026

The Leyland team is on the ground at the Henty Machinery Field Days this week.

One of the highlights of attending events like Henty is the opportunity to catch up with farming families and business owners, hear their stories, and discuss the opportunities and challenges facing regional Australia.

Many primary producers have built significant wealth through generations of hard work. Our role is helping families think beyond the farm gate, ensuring that wealth can be diversified, protected and transferred to future generations.

If you're attending Henty, drop by and say hello.We are at site 87b, near the working dog trials.

02/09/2026

An Overview of Our Recent Newsletter:

In this edition of Leyland Lines, we take a closer look at the case for silver and review one such way investors can gain exposure to it. We also describe our key insights from a meeting with a highly regarded AI-focused fund. For the video of the month, we include a recent interview with Fortescue founder, Andrew Forrest. Finally, we close with an article written by Morgan Housel titled “Too Much, Too Soon, Too Fast”.

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02/09/2026

Happy 96th Birthday to Warren Buffett, and an early Happy 23rd Birthday to Leyland Private Asset Management tomorrow!

Warren recently turning 96 gave me pause for reflection on the impact he has had on me, my clients, and the advisers at our firm.

It was in 1996 when I first met Warren Buffett and Charlie Munger. I was only 23 at the time. This photo was taken at the Omaha Royals and Indianapolis Indians baseball game that night, where I actually won the "furthest fan" competition for being the attendee who had travelled the furthest!

I was in Omaha, Nebraska, to attend the Berkshire Hathaway Annual General Meeting. It was early on, well before the AGM became the behemoth it is today—back then, it was held in a basketball stadium at Aksarben (Nebraska spelt backwards) with around 4,000 attendees.

The lessons from meeting Warren and reading about him in books such as Of Permanent Value have allowed me to diligently look after my clients, shepherding their wealth through both good markets and bad. A few perennial lessons that have stuck with me include:

Invest in what you understand: Stick to businesses with clear, predictable earnings.

Ignore the noise: Market moods swing wildly; true business value does not. We do not second-guess short-term factors like commodity prices, interest rates, currency movements, or RBA commentary.

Patience is an investment strategy: Time is the friend of the wonderful company.

This underlying concept of owning a share in a business and focussing on earnings growth has been instrumental in building Leyland Private Asset Management over the last 23 years.

I subsequently attended two more Berkshire Hathaway AGMs, and the main takeaway was that the lessons do not change. If advisers and investors keep these principles in mind, they will serve themselves and their clients very well.

Charles Leyland

01/09/2026

Warren Buffett just turned 96. Here are 5 of his best quotes on investing:

1. "Price is what you pay. Value is what you get." - Market prices fluctuate daily, but the long-term returns of an investment are anchored to the actual economic performance of the business.

2. "Be fearful when others are greedy, and greedy when others are fearful." - Wealth is built when herd mentality is resisted. Step in when panic discounts great assets. Exercise restraint when euphoria fuels valuations.

3. "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - A company with durable competitiveness, high return on capital, and pricing power outperforms a cheap, mediocre business over time.

4. "If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes." - Invest as a fractional owner of a long-term profitable company, rather than gambling on where the market price moves tomorrow.

5. "The stock market is a device for transferring money from the impatient to the patient." - Investing rewards patient investors over the impatient. Success will come to those who let time and business growth drive the returns.

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31/08/2026

Wishing Warren Buffet a happy 96th birthday as we reflect on his incredible financial journey 🎉

Media: CNBC and Leyland Private Asset Management

09/08/2026

An overview of our recent newsletter...

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01/08/2026

The Leyland Private Asset Management team is at Sheepvention! 🐑

​We are thrilled to be here in Hamilton enjoying the brilliant atmosphere with the local rural community.

​Getting out into the regions and connecting face-to-face is something we highly value, and it provides a fantastic opportunity to discuss the current market landscape.

If you are wandering the grounds, keep an eye out for our green setup and pop in for a chat.

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02/04/2026

Welcome to the March edition of the newsletter.

The past month has been one of the most impactful periods we have experienced since our inception in 2003 — and yes, we have been around longer than many multinational wealth management firms.

The ASX 200 declined 6.5% this month, broadly in line with US markets. A key driver of this volatility is the rising cost of energy, which is now flowing through the entire supply chain and into the price of nearly everything.

A prolonged closure of the Strait of Hormuz would almost certainly drive inflation higher, placing further pressure on central banks, including the RBA, to continue raising interest rates. However, it is important to recognise interest rate policy primarily impacts demand — not supply — and therefore has limited ability to address energy driven inflation.

The global energy market is currently undersupplied by approximately 10 million barrels per day. Rising living costs are eroding savings at a rapid pace, as illustrated by the sharp decline in the US personal savings rate.

In this edition of Leyland Lines, we take a closer look at FTAI Aviation, a business with multiple tailwinds in its favour. For the video of the month, we include a rare interview given by legendary investor Stanley Druckenmiller. Finally, we close with an article written by Morgan Housel titled “When it’s Time to do Something”.

Please visit our website at www.leyland.com.au to subscribe to our monthly newsletter.

Happy reading, and should you wish to discuss how our perspective aligns with your personal investment objectives, please do not hesitate to contact us.

Leyland Private Asset Management is a leading Australian private wealth management provider based in Melbourne & Sydney

19/03/2026

We are excited to see this from Round 1 onwards! 💪

Rugby Victoria is pleased to announce a new partnership ahead of the 2026 Season, with Leyland Private Asset Management joining as an Official Referee Sponsor of Rugby Victoria.

From Round 1, the Leyland logo will appear on the front of Referee jerseys across the state.