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Integrity Investment briefing
Phil caught up with Paul Fiani, Managing Director and Head of Integrity Investments on Tuesday 9 September 2008 during a briefing to the Securitor Product Advisory Council, of which Phil is the NSW Representative. Paul was former head of UBS Australian Equities who famously took a stand against the proposed Qantas takeover by Private Equity. This action led him to leaving UBS and establishing his own fund with the cream of the UBS team.
10 September 2008

Smaller Companies Equities fund briefing
10 September 2008

Phil attended a select briefing on Tuesday 9 September 2008 by Cynthia Jenkins, head of Smaller Companies Equities fund, and Investment Manager Andrew Perks. The fund has just won the Standard & Poor's Australian Small Companies Fund of the Year award. Along with Phil, only sixteen advisers from the Sydney area were invited to attend.

Emerging opportunities
9 September 2008

Phil was one of 25 industry experts to attend a fund update in Sydney by Managing Director Nick Bratt of Lazard Asset Management. He learned about emerging opportunities in the current market and the fund, which may benefit Kinvale clients.

Australian super update
4 September 2008

'Australian superannuation funds are the fastest growing funds in the world...' Read the full story by InvestorDaily.

Collaborative expertise benefits Kinvale clients
7 August 2008

In preparation for client portfolio reviews, Phil attended his regular consultation on 6 August 2008 with General Manager of St George Investment Solutions Patrick Farrell and Senior Investment Strategist Felix Stephen regarding market activity. As a responsible strategist, Phil never works on a whim and always consults at the top echelons of Australian finance when making decisions about the monies his clients entrust to him.

Long term thinking in a volatile market
30 July 2008

Market volatility has been front page news recently. The Australian and international stockmarkets have been subject to a range of global pressures such as the fear of recession in the US and the sub-prime mortgage ‘crisis’.

While results for the year have not been positive at a global level, I’m pleased that Kinvale portfolios have again beaten the benchmark and fared better than many under the circumstances.

It’s important to put the results into perspective. The recent downturn in the Australian and international markets follows a much longer period of excellent returns stretching back over five years. It’s common for a period of excellent returns to be followed by a downturn like the one we’re experiencing at the moment.

Remember that now is not the time to overreact to the figures. Investing for your future is a long-term strategy. Reacting to the recent downturn by selling off investments is short-term thinking that could lock in your losses and history shows us that staying the course pays dividends in the longer term.

Money Manager Interview with Phil Moore
Phil was consulted by Money Manager about margin lending to increase wealth. Read the full story.
1 April 2000