The Fund returned +1.21% outperforming both the ASX/S&P Small Industrials Index and ASX/S&P All Ordinaries Index, as the market declined due to persistent inflation data and another interest rate rise.
In September, Claudia Kwan was featured in the AFR as one of 10 fund managers that traded “the wild earnings season”. Read Here, was interviewed by Ausbiz discussing climate risks are earnings opportunities. Watch Here, and did a Podcast with The Greener Way discussing the impact of El Nino. Listen Here
Read the Full Report Here: NorthStar September Monthly Report