Saxe Coburg Limited

To summarise the concept of private equity being an alternative, we are sceptical. The fact that you don't have to mark-to-market daily may mean that your private equity investments look more stable, but you still share many of the same underlying risks as public equities and then some.
To read Saxe Coburgs' May report click http://saxecoburg.co.nz/images/pdf/Saxe2205.pdf

To read Saxe Coburgs' October monthly newsletter click here -http://saxecoburg.co.nz/images/pdf/Saxe2110.pdfTo

To read the Saxe Coburg September monthly report -http://saxecoburg.co.nz/images/pdf/saxe2109.pdf

If there must be madness, something may be said for having it on a heroic scale - John Kenneth Galbraith, The Great Crash of 1929

It's business as usual at Saxe Coburg.
Click below to read our monthly commentary -http://saxecoburg.co.nz/images/pdf/saxe2107.pdf

It's business as usual for us at Saxe Coburg.
Click here to read our July monthly commentary -http://saxecoburg.co.nz/images/pdf/saxe2107.pdf

Join us tomorrow for the Webinar with Martin Rosser from Alium Capital Management
When: Wednesday 26th May at 11am (NZ) / 9am (AEST)
Topic: Alium Market Neutral Quarterly update

Pre-registration is required. Click here to join:
https://us02web.zoom.us/webinar/register/WN_4lP8MmvnSSy4nJJ6NuEzeA

February saw a sharp rise in wholesale interest rates leading investors to re-price assets. To read more click below for our February newsletter:http://saxecoburg.co.nz/images/pdf/saxe2102.pdf

Wishing all our clients a happy and healthy 2021. Click here to read our latest Monthly Newsletter.
http://saxecoburg.co.nz/images/pdf/saxe2012.pdf

Wishing all our clients a very Merry Christmas and relaxing summer holidays with family and friends

Click here to read our October newsletter: http://saxecoburg.co.nz/images/pdf/saxe2010.pdf

The video recording of our webinar yesterday "Now is the Time for Alternatives" which was co-hosted by Ben McCallum and Rob Saunders from Regal Funds Management

https://www.youtube.com/watch?v=jCQuHeK290U

Now is the Time for Alternatives #3 Video recording of our Webinar with Rob Saunders and Ben McCallum from Regal Funds Management

Join us for our next webinar Now is the Time for Alternatives #3 hosted by Mark Houghton together with Rob Saunders and Ben McCallum from Regal Funds Management. 11am on Wednesday 23rd September

Pre-register by clicking here: https://us02web.zoom.us/webinar/register/5015996019472/WN_GJJLUymIQ5CzcyIlal3rcg

Congratulations to the Laybuy crew. I'm pleased to report that a number of Saxe Coburg clients were pre-ipo investors in Laybuy through Saville Capital's pre-ipo fund

Have you noticed those claiming to be liberal and broad minded have become extremely intolerant of dissenting views. Rowan Atkinson has this take on it ......

In full: Rowan Atkinson on free speech The forerunner of the Defend Free Speech campaign was called “Reform Section 5”. This speech by Rowan Atkinson at the launch event in Parliament in 2012 shou...

Saxe Coburg was a proud sponsor of the Hoe Toa NZ Paddle Championships - https://www.youtube.com/watch?v=rt8FhYos2vU

Reminder to join us for our #2 Webinar tomorrow at 2pm - "Now is the Time for Alternatives"

Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_K6fhHZlFTP-1cLZWDpSnXQ

Welcome! You are invited to join a webinar: Now is the Time for Alternatives. After registering, you will receive a confirmation email about joining the webinar. Hosted by Mark Houghton with panelists Chris Aarons from Trafalgar Capital and Martin Rosser from Alium Capital

Join us for our next Zoom Webinar - Now is the Time for Alternatives

On Thursday 16th July at 2pm (NZ Time)
Featuring our Panelists Chris Aarons founder and CIO of Trafalgar Trading and Martin Rosser founder and CIO of Alium Capital
Click on the link to Register - https://us02web.zoom.us/webinar/register/WN_K6fhHZlFTP-1cLZWDpSnXQ

Our series 'Now is the Time for Alternatives' is based on the view that the 40 year bull market in the balanced portfolio is coming to an end, as this article points out
https://www.ft.com/content/8a9efc6c-ca71-41e8-bec9-3702f5d67f7e

Collapsing rates leave investors dangerously exposed to equity risk The classic portfolio — 60% stocks, 40% government bonds — no longer makes sense

For those of you who missed this mornings' webinar 'Now is the Time for Alternatives' you can find the recording here:

https://us02web.zoom.us/rec/share/9-lPNfLesX1IbK_tswLUY5YBQIDYaaa81CUe-fBfyR5IV9TnXxYLZ3jWY3EqYROG

Welcome! You are invited to join a webinar: Now is the Time for Alternatives. After registering, you will receive a confirmation email about joining the webinar. Hosted by Mark Houghton from Saxe Coburg and Andrew Gibbs from Otus Capital Management

Saxe Coburg specializes in alternative investment strategies. The question investors are asking themselves is "With interest rates so low (bonds so expensive) how do we get a reasonable return whilst managing downside risk?". The answer is in 'alternatives' like Trafalgar Trading -http://saxecoburg.co.nz/images/pdf/Trafalgarblog1.pdf

Saxe Coburg specializes in alternative investment strategies. The question investors are asking themselves is 'With interest rates so low (bonds so expensive) how do we get a reasonable return whilst managing downside risk?' The answer is in 'alternatives' like Trafalgar Trading. Read our latest blog -http://saxecoburg.co.nz/images/pdf/Trafalgarblog1.pdf

Mark Houghton will be hosting a series of Webinars "Now is the Time for Alternatives"
Join us for the first one next Thursday 11th June at 9am to hear from Andrew Gibbs from Otus Capital. Click on the link below to join the Zoom call

Now is the Time for Alternatives

Read the latest blog - Now is the Time for Alternatives
https://www.saxecoburg.co.nz/index.php/blog

Saxe Coburg specialise in alternative investment strategies. Our clients have been invested in the Maga Smaller Companies fund since August 2011.

It's now easier to contact Saxe Coburg Limited.

At Saxe-Coburg our motto is 'Predicting the rain doesn't count, carrying an umbrella does'.

We had our umbrella in hand going into this crisis, and our clients' portfolios have held up well, as expected. Feel free to call us - we are "at work"
Click on the link to read our March quarterly report:http://saxecoburg.co.nz/images/pdf/saxe2003.pdf